WEINAND FINANCIAL, INC.

Overview

Weinand Financial, Inc. is an independent registered investment adviser operating as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Its fee structure includes percentage-of-AUM billing supplemented by hourly and fixed-fee arrangements, allowing flexibility for planning engagements and one-off consulting work. The firm’s investment approach centers on managed public fund exposure augmented by third‑party manager allocations into alternatives. Weinand Financial favors working through pooled vehicles and external managers rather than concentrating on a high number of direct individual security positions. It is not an active ESG investor and manages most client relationships on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices