Financial Planners

Brian Wiedermann

CFP®, AIF®

Wealth Manager

Brian Wiedermann

CFP®, AIF®

Wealth Manager

Biography

Brian arrived at Plancorp in 2000 and quickly worked his way up to become a Wealth Manager. Brian’s friendly nature and ability to quickly build relationships allow him to connect with clients and help determine the best financial planning solutions for their individual needs.

Brian graduated from the University of Missouri-St. Louis with his BS in Business Administration-Finance, before moving on to join on our firm. One of the first things that drew him to Plancorp was our team-oriented environment where everyone is focused on a single goal—our clients’ success. Today, Brian actively contributes to that culture, helping clients with goal setting, budgeting, retirement planning, income tax planning, insurance needs, estate planning and investment advisory services.

Apart from work, Brian serves as Treasurer of the Point Elementary Parent Organization. He enjoys hunting and following St. Louis sports teams.

Community Involvement
  • Treasurer of the Point Elementary Parent Organization.
Education
  • University of Missouri-St. Louis, BS in Business Administration-Finance

Insights

The Best Way to Repay Your Debt: Debt Snowball or Debt Avalanche?

There are usually two ways to get to where you’re going, right? One may be the direct route on the highway with more cars and more traffic. The scenic route has fewer cars and may be more pleasant, but takes a bit longer.

Read More
Your Will: Will It or Won't It?

It is commonly thought that the transfer of wealth upon someone’s death is largely, or even exclusively, dictated by that person’s document known as a Last Will & Testament, or simply, Will. In fact, the term “Will” is often used synonymously with one’s estate plan. Because of this, people too often believe their affairs are appropriately in order, just because they possess this document. 

Read More
Medicare Open Enrollment Begins October 15

Medicare is a health insurance program for people aged 65 or older. It may also apply to persons under 65 with certain disabilities. The Medicare Open Enrollment begins October 15 and you may have questions about how Open Enrollment affects you and what steps you may need to take. I hope to answer some of those questions. I bring my experience from two careers—one as an orthopedic hand surgeon, the other as a wealth manager here at Plancorp.

Read More

Get Our Insights

Emails with the latest financial tips & insights.

No spam. Unsubscribe anytime.