The Weber Dickens Team
About Us
Knowing our clients and truly understanding their goals and objectives is at the heart of the work that we do on our team. Taking the time to learn from our clients and customizing an approach to navigating complicated financial matters is key to the long-standing partnership that we have with our clients.
With a combined thirty plus years of experience in working with clients in varying situations and circumstances, Doug Weber and Bill Dickens have developed an extensive expertise in counseling successful individuals, families and institutions in the areas of:
- Executive Benefits and Financial Planning
- Business Transitions
- Wealth Preservation and Legacy Planning
- Emerging Affluent and Wealth Accumulation
- Women in Transition
- Retirement from Federal Service
- Qualified Retirement Plan Design and Administration for Businesses
- Endowment and Private Foundation Policy Design and Investment Management
We take pride in the confidence our clients place in our team and for the opportunity to act as their advocate in the financial matters they face allowing them to enjoy more of what they enjoy in life.
Team Members
Christopher Moore
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
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Monthly Recap – September 2024
Monthly Observations Returns Buck the Trend for September Long-term seasonality suggests weaker returns in September and early signs indicated last…
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Barron’s ranks Moneta among nation’s top RIA firms for ninth consecutive year
Nine times!? Nine times. Barron’s ranked Moneta No. 8 on its list of the “2024 Top 100 RIA Firms,” marking…
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Fifty and Fabulous
“Go Big or Go Home” The Fed decided to go big this month by cutting rates by 50 basis points…