Business Details
45 Years
experience
Your Trusted Financial Planning Partner in Merchantville, NJ
Weidner Associates has been providing fee-only financial advice since 1981, serving over 2,500 clients with expertise in retirement planning, tax strategies, and estate administration. Our father-and-son team combines decades of experience with a personalized approach, offering hourly consultations without product sales or minimum net-worth requirements. With roots in trust management and nonprofit leadership, we deliver comprehensive financial solutions tailored to individual needs.Our commitment to objectivity ensures clients receive unbiased guidance focused solely on their financial well-being. Located in Merchantville, New Jersey, we maintain direct availability to clients through daily office presence and hands-on service. Our 33-year track record reflects a dedication to building long-term relationships grounded in trust and financial expertise.
Services
Retirement Planning
Tax Planning
Estate and Trust Planning
Charitable Enterprises
Professional Network Referrals
Details
- Year established: 1981
Highlights and features
- We provide fee-only financial planning with no product sales or commissions
- 33 years of combined experience in comprehensive financial strategies
- No minimum net-worth requirements for our services
- Specialized expertise in retirement, tax, and estate planning
- Direct access to advisors through daily office availability
Associations and certifications
- Certified Financial Planner (CFP)
- Registered Investment Advisor
Services
Retirement Planning
We help clients consolidate retirement assets from multiple sources including IRAs and 401(k)s. Our approach focuses on creating sustainable income streams while minimizing tax liabilities. With decades of experience, we develop personalized strategies to help clients achieve their retirement goals through comprehensive financial modeling and risk management techniques.
Tax Planning
Our tax services combine preparation with strategic planning to reduce long-term liabilities. We analyze clients' financial situations to identify deductions, credits, and timing strategies that maximize after-tax returns. This proactive approach helps clients make informed decisions about investments, retirement contributions, and business structures while ensuring compliance with evolving tax regulations.
Estate and Trust Planning
Leveraging expertise from trust division leadership, we create customized estate plans that ensure proper asset distribution. Our services include wills, trusts, and probate guidance to protect family wealth across generations. We also provide expert witness testimony on trust administration practices and help clients navigate complex estate tax implications.
Charitable Enterprises
We assist clients with strategic charitable giving and nonprofit organization management. Our experience includes advising on donor-advised funds, charitable trusts, and foundation establishment. With direct nonprofit leadership experience, we help clients align philanthropic goals with tax advantages while ensuring compliance with regulatory requirements for both donors and organizations.
Professional Network
Through 33 years of local business relationships, we connect clients with trusted professionals in complementary fields. Our network includes attorneys, insurance specialists, and real estate experts who share our commitment to client-centered service. These curated connections ensure clients receive comprehensive support for complex financial matters requiring specialized expertise.
People
Richard H. Weidner
Founder / CFP Professional
Established FPS in 1981 after leading Bank of New Jersey's Trust Division. Administered over 1,000 trusts including a $600M family wealth trust. CFP certified and Drexel University graduate with 40+ years in financial services.
Daniel Weidner
CFP Professional
Joined FPS in 2007 after 9 years in nonprofit leadership. CFP certified since 2013 with expertise in economic analysis. Bentley College graduate specializing in intergenerational financial planning and charitable organization management.
Questions
What makes your financial planning different from other firms?
We operate as a fee-only practice with no product sales or commissions. This allows completely objective advice tailored to your specific needs without any minimum asset requirements.
Do you work with clients outside the local area?
While based in Merchantville, we serve clients nationwide through virtual consultations. Our network of local professionals helps address region-specific financial considerations when needed.
How do you handle complex estate planning needs?
Our founder's experience administering over 1,000 trusts provides unique expertise in complex estate matters. We create customized plans considering tax implications, family dynamics, and long-term wealth preservation strategies.
Can you help with charitable giving strategies?
Yes, we specialize in optimizing charitable contributions through donor-advised funds, charitable trusts, and foundation planning. Our team includes experts with direct nonprofit leadership experience.
What's the minimum commitment for your services?
We don't require minimum assets or long-term contracts. Clients can engage our services for specific projects or ongoing planning at hourly rates based on their needs.
