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Martin A. Weisberg

Vice President at Jentner Wealth Management

Martin A. Weisberg has extensive work experience in the financial industry. Martin A. started their career at TRW as a Supervisor of Federal Income Tax Audits, where they worked until 1982. Martin A. then joined Mathematical Investment Management as a Partner, holding this role for six years. In 1995, they joined Provident Bank as Vice President, Portfolio Manager, staying there until 1996. Finally, they joined Jentner Wealth Management in 1997 as Vice President, where they remained till present.

Martin A. Weisberg earned a Bachelor of Science in Business Administration with a concentration in Finance from John Carroll University between 1970 and 1973. Martin A. then pursued a Juris Doctor degree from Cleveland State University - Cleveland-Marshall College of Law, which they obtained between 1973 and 1976.

Location

Akron, United States

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Jentner Wealth Management

Jentner Wealth Management is a nationally recognized wealth-management firm based in Akron, Ohio. By providing fee-only comprehensive financial planning, globally diversified investing and fiduciary advice, Jentner seeks to preserve the financial legacy of clients in Northeast Ohio and across the United States. Founded in 1984, Jentner Wealth Management provides both financial planning and investment management to individuals, families, business owners, and trusts. Jentner Global Management is a specialized division that provides institutions with investment portfolio management services, including portfolios customized specifically for endowments, foundations, and qualified retirement plans. Jentner’s proven, low-cost passively-engineered investment strategy invests broadly in more than 10,000 companies on six continents, seeking to provide steadiness in good times and challenging times to earn meaningful returns over the long term. Jentner is fee-only, meaning we never earn commissions. We are a fiduciary to our clients 100% of the time, avoiding the conflicts of interest that arise from selling financial products. Without proprietary financial products or commissions, our advice is always what we believe to be in our clients’ best interest. This key strength differentiates us from most investment advisory firms. Many people assume that all financial advisors must always act in their client’s best interest. However, many financial advisors do not always have fiduciary responsibility to their clients. Many insurance agents, stockbrokers, and financial planners operate under a suitability standard or a best-interest standard. Because they are not fiduciaries, they can be motivated by commissions earned from selling insurance and investment products.


Employees

11-50

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