Cultivating Your Legacy

At Widmann Financial Services, we specialize in wealth management for both individuals and institutions. Our approach is rooted in developing long-lasting relationships that span across generations within families, striving to preserve and nurture your financial legacy for years to come.

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Who We Serve
Working With People Who Help Others

We are committed to acting in your best interest, ensuring that every aspect of your financial well-being is addressed with the utmost care and integrity. Whether you are an attorney or an individual seeking tailored financial solutions, we are here to provide the expertise and exceptional service you deserve.

How We Help
Pre-Retirees & Retirees

Pre-Retirees & Retirees

We partner with pre-retirees and retirees to help you navigate the complexities of retirement planning to build towards a secure and fulfilling future.

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Business Owners

Business Owners

We use a range of ongoing strategies tailored to meet individual needs, whether it's estate planning, small business retirement plans, tax strategies, long-term care, life insurance, or other financial services.

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Government & Public Employees

Government & Public Employees

We are here to assist federal, state, and local employees in securing their financial future by providing comprehensive guidance and financial planning tailored to their specific needs. Our goal is to optimize their financial well-being both in the present and in the future. 

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Non-Profit

Non-Profit

We assist not-for-profit and charitable organizations in maximizing their financial resources, enabling them to focus on their mission and make a greater impact in their communities.

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Attorneys, Personal Representatives & Trustees

Attorneys, Personal Representatives & Trustees

Experience navigating life events working with attorneys, personal representatives, trustees and CPAs. We provide medallion signature guarantees, notary services and fiduciary asset management.

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How We Help
Alleviating Each Of Your Concerns

We recognize that our clients often prioritize retiring comfortably and efficiently transferring wealth to the next generation, and we are dedicated to guiding you toward these financial goals. Our comprehensive suite of services offers personalized strategies, holistic advice, and ongoing support to help foster your financial well-being and legacy, helping you navigate retirement planning, investment management, and estate transfer with confidence and comfort.

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Retirement Planning

When working with us for retirement planning, we assess your current financial situation, project future income needs, and develop a personalized retirement plan tailored to your unique circumstances.

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Asset
Management

Entrusting us with your asset management means leveraging our skills and insights to understand your unique financial goals and risk tolerance to work towards optimizing your portfolio's performance and securing your long-term financial success.

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Financial
Planning

By taking a holistic approach, we integrate all aspects of your financial well-being into a cohesive plan to develop a comprehensive strategy that aims to maximize your potential, mitigates risks, and uncovers opportunities.

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Charitable
Gifting 

We can help you navigate the complexities of charitable giving by assessing your philanthropic goals, evaluating tax implications, identifying effective strategies, exploring charitable giving vehicles, and creating a personalized plan that aims to maximize your impact.

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About Us
Serving With Excellence
For Over Three Decades

Since our founding in 1988, we have been dedicated to helping clients achieve their financial goals with integrity, family values, and community service at our core. Our team of professionals, who have been working together for many years, brings a diverse range of experiences and perspectives to provide comprehensive financial planning and advisory services, including retirement planning, investment management, long-term care, and life insurance. Our mission is to treat clients as family, always striving to do the right thing, which will earn us their trust and appreciation. By fostering strong, trust-based relationships, we aim to better serve both our clients and our community.

How Much Do You Know About Investing?

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Join The Team
Be A Part Of
Something Bigger

Are you a passionate and dedicated financial advisor looking to make a meaningful impact in the lives of your clients? We are always on the lookout for talented professionals to join our team. Whether you're an emerging advisor eager to grow your career or an established advisor seeking a continuity or succession plan, we offer a supportive and collaborative environment to help you achieve your professional goals.

Our Approach
Guiding You
Every Step Of The Way

Consultation
Call

Our process begins with a Complimentary Consultation Call, a no-obligation opportunity for us to understand your financial goals and concerns while you learn more about our services.

Data
Gathering

We provide a detailed questionnaire to capture all relevant information about your financial situation, helping us understand your unique circumstances, including assets, liabilities, income, expenses, and future financial aspirations.

Develop A
Financial Plan

With a clear understanding of your financial landscape, we move on to develop a tailored Financial Plan that incorporates strategies such as estate planning, retirement planning, and tax strategies, creating a roadmap to guide you toward your financial goals.

Investment
Proposal

Once your financial plan is in place, we present an Investment Proposal outlining recommended strategies and portfolio allocations designed to meet your objectives while aligning with your risk tolerance and time horizon.

Contact Us
We Want to Hear From You

Schedule an appointment with our experienced financial advisors to start building a roadmap towards financial security and prosperity for you and your loved ones. Take the first step towards securing your future by booking a consultation with us today.

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