Russ Weiss, CFP®

Chief Planning Officer & Senior Wealth Advisor

I see our clients and their families as an extension of myself. So it’s important to me that I always do the best I can for them.”

Russ’s Role at Marshall Financial

Every advisor at the firm offers a unique perspective, but you can count on all of them to apply the same philosophy. That’s thanks to the efforts of Russ Weiss, our Chief Planning Officer. “I help guide what our approach to planning should be, so all our clients have a consistent experience,” he says. As a member of our leadership team, Russ helps set the firm’s vision and strategy and mentors younger advisors getting started in their careers.

After earning a degree in security analysis and portfolio management, Russ found his entrepreneurial spirit pulling him toward running several small businesses.

“But I found I wanted to be in more of a consultative, service-oriented role,” he says, and that led him to wealth management. He’s happiest when he’s connecting with people and having a positive impact on their lives.

Get to Know Russ

Russ finds the human element of money fascinating, having studied financial behavior and psychology, and he’s especially drawn to the challenge of solving complex problems. Clients often turn to him to tackle unique issues, like the financial implications of blended families, unmarried couples, or a cross-border lifestyle. “When a US citizen wants to move abroad, I help them figure out what that means and whether they have the resources to do it,” he says.

A man of many interests, Russ most recently took on bird watching—creating a natural habitat on his property, complete with bird houses and feeders. “The ease of creating the environment is an opportunity to share in the beauty, variety and independence of nature,” he says.  “The harmony of the graceful flight patterns and soulful sounds bring serenity in a world that can seem so complex.” Russ is a foodie who loves to cook and a people watcher who enjoys visiting new cities and immersing himself in the culture.   

Experience

With Marshall Financial since 2001

In financial services since 2001

Affiliations – Past & Present

  • National Association of Personal Financial Advisors – Fee Only Advisors – Board Member, NEMA Region

Education

BS, Penn State University

Articles

Understanding the Corporate Transparency Act (CTA): What You Need to Know

Time is running out! If you have an LLC, partnership, or corporation, here’s what you need to know about the ...
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Tips on How to Maximize Your Health Plan

Authored by Russ Weiss, CFP® & Melissa Gattusso, President/CEO of The H.I.P. Group Did you know you may have “extras” built into your ...
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Buying a House in a Seller’s Market

Authored by Russ Weiss, CFP® & Heather Walton, Realtor® Owner/Partner with Class Harlan Real Estate If you’re house hunting this spring, you’ll ...
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The Importance of Travel Insurance: Protecting Your Adventures

Authored by Russ Weiss, CFP® & Matt O’Neill, Director of Customer Experience of GMG Insurance Embarking on a picture-perfect international trip can be ...
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A Guide to Watching for Fraud During the Mortgage Process

Authored by Russ Weiss, CFP® & Ben Stucker, Co-Founder and CEO of Mortgage CS Large sums of money are transferred ...
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Which is Better: A Lump-Sum Pension Payout or Monthly Payments?

If you’re among the shrinking number of people who qualify to receive a pension, you’ll need to decide whether to ...
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