Russ  Weiss,  CFP<sup>&reg;</sup> - Financial Advisor

Russ Weiss, CFP®

Marshall Financial Group

33 W Court St
Doylestown, PA 18901
(215) 348-9393


Russ Weiss is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Marshall Financial Group in Doylestown, PA and the surrounding communities.

Financial Advisor Overview

If you are used to financial professionals who focus entirely on portfolios and percentages, our approach will be a welcome surprise. Since 1981, Marshall's financial planning has ben about helping you achieve your goals and live your dreams. It's and ongoing conversation. As your needs and concerns change and evolve, the direction of our planning alters accordingly.


Financial Advisor Experience

In financial services since 2001 and helping clients achieve financial success since 2003 with a specialization in international clients, unmarried couples and individuals who want to operate their own business

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Other - Accredited Domestic Partner Advisor (ADPA)

Insurance Licenses

  • Fixed annuities: PA DE FL MD MI NJ
  • Variable annuities: PA DE FL MD MI NJ

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Bankruptcy, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances


Helpful Financial Planning Resources