Phil Weiss

Phil Weiss founded 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. Please read this blog if you would like to learn more about what drove Phil to start Apprise and why he works with so many female-led households.

Apprise is a Registered Investment Advisor in the state of Maryland. Apprise is also a member of both NAPFA and XYPN.

Phil’s grandfather served in the Army in the 1930s. His client base includes both active and retired military personnel.

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.

Designations, Certifications & Credentials

• CPA – Certified Public Accountant
• CFA Charterholder – Chartered Financial Analyst
• Member of XY Planning Network
• NAPFA Associate Member
• Zoe Certified Financial Advisor – Top 5% of Financial Advisors

Apprise Wealth Management LLC is a registered investment adviser offering advisory services in the State of Maryland and in other jurisdictions where exempted. Registration Information: Advisory services are offered through Apprise Wealth Management LLC, an investment advisor firm domiciled in the State of Maryland. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator. The State of Maryland’s Securities Division can be reached at: http://www.marylandattorneygeneral.gov/Pages/Securities/default.aspx