Michael Weber
Investment Advisor Representative
CFP®
(610) 825-3540
Mike began his career with a large broker-dealer after graduating from The Pennsylvania State University Smeal College of Business with a B.S. in Economics in 2005. Mike has maintained his Certified Financial Planner (CFP®) designation for over 10 years and has spent most of that time in the background doing financial planning analysis, investment research, portfolio management, and trading. Mike has decided to come out of the shadows to focus his skills on working with clients directly and is proud to be on the team at Blue Bell Private Wealth Management. His journey in the financial services industry has shown he only wants to sit on the same side of the table as his clients.
Michael Weber Insights
Financial planning: Clarity, Confidence, Strategies
Financial planning can be complex and data intensive. At Blue Bell Private Wealth Management, our business model is simple. We offer two main services: financial planning and investment management on
Taxes are a drag: ETF Tax Efficiency vs. Mutual Fund Inefficiency
The first Exchange Traded Fund (ETF) was listed on the American Stock Exchange (Amex) in 1993 creating a new investor revolution and a big win for all investors.
Market Volatility & Inelastic Markets
After the severe impact of the 2008 Financial Crisis began to resolve over the follow decade, I began to anecdotally feel that something felt different about the market’s overall behavior.