Business Details
45 Years
experience
Trusted Fee-Only Financial Planning Services in Merchantville, NJ
Weidner Associates has provided fee-only financial planning services since 1981, serving over 2,500 clients with expertise in retirement planning, tax strategies, estate administration, and portfolio management. Our father-and-son team prioritizes objective advice without product commissions, catering to clients with net worth ranging from $100,000 to millions. With decades of combined experience, including leadership roles in trust management and nonprofit sectors, we deliver personalized solutions through a client-centric approach. Our deep local roots and extensive professional network ensure tailored guidance for long-term financial success. Services
Retirement Planning
Tax Planning
Estate Administration
Charitable Planning
Portfolio Management
Details
- Year established: 1981
Highlights and features
- We provide fee-only financial planning with no product commissions
- Our team has 40+ years of combined experience in trust and estate planning
- We serve clients with net worth ranging from $100,000 to millions
- Family-owned business offering personalized, lifelong financial strategies
- Extensive local professional network for comprehensive client support
Associations and certifications
- Certified Financial Planner Board of Standards
What people say
Personalized service
Deep expertise
Lifelong planning
Family-owned trust
Objective advice
Services
Retirement Planning
We help clients consolidate retirement assets from multiple sources and create customized plans to achieve long-term goals. Our approach considers pension plans, IRAs, and 401(k)s to optimize income streams. With decades of experience, we provide actionable strategies for sustainable retirement lifestyles.
Tax Planning
Our tax planning services combine preparation with strategic optimization to minimize liabilities. We analyze income sources, deductions, and credits to create efficient tax-saving strategies. This proactive approach helps clients retain more of their hard-earned money throughout their financial journey.
Estate Administration
Leveraging our founder's trust division leadership experience, we guide clients through complex estate planning and administration. Services include wills, trusts, and probate management to ensure smooth asset transfer. Our expertise handles estates valued up to hundreds of millions of dollars.
Charitable Planning
We assist clients with charitable giving strategies and nonprofit organization management. Our team provides guidance on tax-efficient donation methods and organizational leadership. With direct nonprofit sector experience, we help clients maximize their philanthropic impact while meeting financial objectives.
Portfolio Management
Our comprehensive portfolio analysis ensures investments align with long-term goals. We evaluate risk tolerance, time horizons, and market conditions to optimize asset allocation. This ongoing oversight helps clients maintain balanced portfolios that evolve with changing life circumstances.
People
Richard H. Weidner
Founder & CFP Professional
Established the firm in 1981 after serving as Bank of New Jersey's Executive Vice President. Managed over 1,000 trusts and estates, including a $600M family wealth trust. Graduate of Drexel University and active community leader.
Daniel Weidner
CFP Professional
Joined the firm in 2007 after nine years with a religious nonprofit organization. Holds CFP certification since 2013 and graduated from Bentley College. Brings diverse financial expertise from both corporate and nonprofit sectors.
Questions
What financial planning services do you offer?
We specialize in retirement planning, tax strategies, estate administration, charitable planning, and portfolio management tailored to individual client needs.
Are you a fee-only financial advisor?
Yes, we operate as fee-only advisors with no commissions or product sales, ensuring completely objective financial recommendations.
How long have you been in business?
We've provided financial services since 1981, with our founder bringing decades of prior banking and trust management experience.
What areas do you serve?
We primarily serve South Jersey, Philadelphia, and the Delaware Valley, with remote consultation options available for out-of-area clients.
