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Philip Weiss, CFA, CPA

Helping people invest with purpose, information, and confidence.

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Apprise Wealth Management Philip Weiss, CFA, CPA
Phoenix, Maryland

Serving Clients Nationwide

Helping people invest with purpose, information, and confidence.

443 690-5240

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Taxes
  • Women & Wealth

About Me

Phil Weiss is the founder of Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management. Phil is both a CFA charterholder and a CPA.

In addition, he has served as a featured media spokesperson and has written weekly commentary on market-related topics. He continues to blog regularly for Apprise. His investment approach favors the long term, as well as assessing the value and fundamentals of the assets in which he invests.

He launched his own Registered Investment Advisor (RIA) business so he could provide financial planning, personal finance, and investment management services and education to female-led households looking for assistance. He believes it is a privilege to help others plan for their financial future.

Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting. He also attended Duke University for three years where he was a Psychology major.

He and his wife, Diana, live in Maryland and are the proud parents of four children – six if you count their two dogs. Phil enjoys spending time with his family at home, on the fields, and when traveling. He likes following his favorite sports teams, cooking, and reading, too. Phil also coached many of the youth sports teams his children played for.

Professional Designations

  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)

Affiliations

  • AICPA Personal Financial Planning (PFP)
  • American Institute of CPAs
  • CFA Institute
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

14840 Hunting Way, Phoenix, MD 21131, USA

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 30-minute strategy session. Expect a friendly conversation! We will want to know what your financial goals are, where you are financially as far as assets and income, and what you would like to accomplish by working with a qualified financial advisor. After a discussion, we can decide if it makes sense to set up a complimentary introductory meeting.

Offers Investment Management

Yes

About our Firm

At Apprise, we take pride in being a trusted financial partner, especially for female-led households. Located in Phoenix, MD, about 20 miles north of Baltimore, Apprise can serve local clients face-to-face. We can also work with clients virtually, regardless of location. Our mission is to enhance our clients' financial lives as well as their understanding of financial concepts. We strive to deliver the holistic, customized guidance you deserve based on a foundation of trust and transparency. We strive to align people's capital with what's truly important.

At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own. Transparency and clear communication are central to our approach because we think it is our obligation to our clients to build trust and help them gain a sense of security.

With over 20 years of experience in investment management and financial planning, we bring insight to help you avoid emotionally driven decisions in important money matters. To help accomplish this, we are available to consult with you at key moments of decision-making and do the research necessary to provide you with the requisite information. We also disclose any of our own potential conflicts of interest.

Why Choose Us:

✅ INTEGRATED APPROACH: Our approach to wealth management helps clients align their capital with what matters most to them. It is through detailed financial conversations encompassing all aspects of our clients’ lives that we empower people to make informed decisions.

✅ ACCOUNTABILITY: As fiduciaries, we give you guidance you can trust, and we care about your financial life. We provide advice that uses simple language to explain complex topics, helping to foster financial literacy. Our feeling is that the quality of our advice is based on the depth of the relationships we build with each client. We are committed to helping you meet your financial goals.

✅ PEACE OF MIND: We do our best to avoid elevating stress levels. Therefore, you will never see a market barometer or breaking news on this site – that is simply more noise. At Apprise, we understand that short-term tactics can be important but they must be executed based upon wise strategic decisions rather than best-guess predictions.

Education

Rutgers University BS, Accounting | Duke University, Psychology

Badges

Hobbies and Interests

  • Animals
  • Cooking
  • Cycling
  • Exercising
  • Family
  • Reading
  • Sports
  • Traveling
  • Writing

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/4619842

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Living in Retirement
  • Parents
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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