WeberMessick Wealth Management

WeberMessick Wealth Management

Financial Services Baltimore, Md, United States 13 employees
Employees
13
Contacts
4
Emails
4
Phones
2

WeberMessick Wealth Management Overview

Headquarters
Baltimore, Md, United States
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
13
Founded
1994
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About WeberMessick Wealth Management

As dedicated independent financial advisors, WeberMessick Wealth Management places your financial goals at the forefront of our agenda. By seamlessly integrating our tax expertise with a well-rounded approach, we bring a comprehensive perspective to your financial landscape. Our holistic wealth management services encompass estate planning, investment management, financial planning, risk management, and tax planning, ensuring a thorough and personalized approach to meet your needs. In our commitment to excellence, we have chosen to align with LPL Financial, a renowned and publicly traded company and one of the largest independent broker/dealers in the industry. With over 30 years of experience, LPL Financial oversees more than 7 million client accounts, boasting assets custodied at over $1 trillion. Our affiliation with LPL Financial is rooted in its robust technology, unwavering security measures, and long-term stability, providing both our financial professionals and clients with confidence that their accounts are entrusted to capable hands.

WeberMessick Wealth Management Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

WeberMessick Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Robert Kollra, Cpa/pfs Partner at Webermessick
Email
Ryan Letke, Cpa Partner at Webermessick
Email
Brian Messick, Cpa, Cfp® Wealth Advisor / Co-founder Webermessick
Email Phone
Michael Weber Wealth Advisor / Co-founder Webermessick
Email Phone

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles
Director 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 1
Executive 1 1 0

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