Wieferich Financial – Bryan Wieferich, CFP

Wieferich Financial - Bryan Wieferich, CFP is a Wealth Management business in Mt. Pleasant, MI. The firm offers financial planning, retirement planning, investment and portfolio management, income planning, education funding, estate planning, and insurance services. It specializes in retirement and investment planning and serves clients in all stages of life. Wieferich Financial is committed to providing objective, customized strategies and educating clients on their choices while operating under a fiduciary standard. The firm is located at 110 E Broadway St B and has been serving the community since 2002.

Wieferich Financial emphasizes accessibility and experience, ensuring clients have support when they need it. The team includes Bryan Wieferich, a Certified Financial Planner, and Brian Atwood, a Chartered Financial Consultant, who both focus on helping clients develop and adapt personal financial plans. Cameron Hawn serves as the Administrative Manager, providing initial support to clients. The firm is affiliated with LPL Financial, an independent broker-dealer that provides tools and resources to support the firm’s highly personalized process.

Wieferich Financial has been helping residents of Mt. Pleasant build solid foundations for their financial futures for over two decades. Their dedication to client success and personalized service makes them a trusted resource in the community.