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Widmann Financial Services, a leading financial planning and asset management firm, is dedicated to helping individuals and institutions achieve their financial goals. Our team of experienced professionals, led by Art Widmann, CFP, AIF, MSFS, is committed to providing personalized financial solutions that cater to each client's unique needs and objectives.

With over 35 years of experience in personal and institutional investment management, Art Widmann has established a reputation for excellence in the financial services industry. His extensive knowledge and expertise have earned him numerous professional recognitions, including being named to the Forbes list of Best-In-State Wealth Advisors for 2021 and 2022.

Our team at Widmann Financial Services is passionate about delivering exceptional service and unparalleled results. We believe in building long-term relationships with our clients, providing them with the tools and information they need to make informed financial decisions. Our commitment to integrity, transparency, and client satisfaction sets us apart from other financial firms.

Our Services

At Widmann Financial Services, we offer a wide range of services designed to meet the diverse needs of our clients. Our services include:

• Financial Planning: We provide comprehensive financial planning services, helping clients create a roadmap for achieving their financial objectives. This includes retirement planning, estate planning, and investment management.

• Investment Management: Our experienced investment professionals work closely with clients to develop personalized investment strategies that align with their risk tolerance, investment horizon, and financial goals.

• Account Access: We offer secure online access to clients' accounts, allowing them to view their account information, review transactions, and manage their investments at their convenience.

• Commonwealth Research Team: Our affiliation with the Commonwealth Research Team provides us with access to cutting-edge research and analysis, enabling us to make informed investment decisions on behalf of our clients.

• County Employees: We specialize in providing financial planning and investment management services to county employees, helping them navigate the complexities of their retirement plans and other benefits.

Our Team

Our team at Widmann Financial Services is comprised of highly skilled professionals who are dedicated to delivering exceptional service and results. Our team members include:

• Art Widmann, CFP, AIF, MSFS: Managing Principal

• Laura Ruiz, AAMS: Chief Operating Officer

Our team's extensive experience and expertise in financial planning and asset management enable us to provide our clients with the highest level of service and support.

Why Choose Widmann Financial Services?

At Widmann Financial Services, we are committed to helping our clients achieve their financial goals. We believe in building long-term relationships, providing personalized service, and delivering unparalleled results. Our team of experienced professionals, combined with our affiliation with the Commonwealth Research Team, sets us apart from other financial firms.

If you are looking for a financial partner who is dedicated to your success, look no further than Widmann Financial Services. Contact us today to schedule an appointment and discover how we can help you achieve your financial dreams.