Guiding Accomplished Professionals in Strategic Financial Decisions

REDUCE TAXES | RETIRE EARLY | PURSUE YOUR PASSIONS

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Who We Serve

While I provide holistic, comprehensive financial services for clients from a variety of backgrounds and circumstances, my services are especially valuable for Washington, D.C., insiders, and professionals without children across the country.
Washington, D.C., Insiders 

Government relations professionals, including lobbyists, attorneys, and communications specialists know how Washington works and must constantly adapt to the challenges of the job. From personal experience as a former Hill staffer and lobbyist with a decade of experience specializing in budget and appropriations issues, I understand how demanding and important this work is and how little time busy professionals have to manage their own financial affairs. My experience in this realm is a boon to hardworking individuals navigating an ever-changing political landscape.
Professionals Without Children

The financial goals, challenges, and aspirations of individuals and couples without children often differ significantly from those of families with children. Some areas of differences include:
  • Saving Goals
  • Insurance Needs
  • Legacy Plans
  • Vacation Plans
  • Overall Financial & Estate Plans
As a highly credentialed financial advisor who chose not to have children, I understand these issues. My wife and I have worked through some of the same questions and challenges that you may be facing. I’ve spent years helping clients without children navigate the difficult decisions most financial advisors not only can’t relate to, but don’t even think about. My unique perspective provides my clients who don’t have children with an enhanced level of confidence in my services.

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Eli Weissman, CFP®, CPWA®

Senior Private Wealth Advisor

Phone:

(703) 584-3539

Eli Weissman is a Senior Private Wealth Advisor at Spire Wealth Management. He specializes in helping highly accomplished professionals over the age of 50 make smarter financial decisions so they can pursue their passions. He applies tax-efficient strategies to help clients keep more of what they’ve earned so they can transition confidently into retirement.

As a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Private Wealth Advisor® professional, two of the most respected certifications in the financial industry, he meticulously analyzes and guides clients on every aspect of their financial lives including:
  • Investment Management 
  • Tax Planning 
  • Risk Management 
  • Retirement Planning
  • Estate Planning
  • Asset Protection
Previously a financial advisor with Alexandria Capital, Scott & Stringfellow, and Truist Investment Services, Eli understands how little time and attention the high net worth have to manage their financial lives. A perennial learner, he has earned professional certifications from the University of Chicago and Georgetown University and degrees from the University of Washington, and the University of Vermont.

Eli has lived in Washington, DC for 25 years and has been married to his wife Trish for 16 years. Together, they spoil their four-year old lab Lexi. He loves hiking, cooking, traveling internationally, and consistently finishing in the top three of a long-running fantasy baseball league.

News

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How Your IRA Can Help Ensure Your Retirement Savings Last As Long As You Do

Tuesday, October 18, 2022 - ForbesThe little-known QLAC might help you achieve several retirement finance goals. Read more...

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