ChooseAFinancialAdvisor.com
Advisors / Pennsylvania / Mars
37yrs

Daniel Weimer

Financial advisor at Exodus Wealth

Based in Mars, Pennsylvania, Daniel Weimer is a fiduciary financial advisor with 37 years of industry experience. Daniel joined Exodus Wealth in 2020, after less than a year at Wesbanco Securities and three years at Key Investment Services. Daniel holds the CFP® designation.

One of 23 advisors with offices in Mars, and one of 18 fiduciaries.

Mars, PACFP®Top 7% by experience nationwideFiduciary advisor
Call Exodus WealthDirections

At a glance

Experience37 years (since 1990)
How that compares ?Top 7% by experience nationwide
OfficeMars, PA
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,802
Advisors at the firm56
States licensed ?1 state

Services through Exodus Wealth

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
    Exodus Wealth, LLCCurrent firm
  2. Aug 2019 – Nov 2019
  3. 2016 – 2019
  4. 2009 – 2016

Contact Daniel

(925) 791-4444Firm headquarters in Fort Lauderdale, FL. Ask for Daniel. Mars, PAOffice · Get directions

Is this you? Claim your free profile to add a direct line, email, photo, and specialties.

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Daniel

How do I contact Daniel?

Call Exodus Wealth at (925) 791-4444 and ask for Daniel Weimer. Daniel works from the Mars, PA office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 1990, about 37 years. Top 7% by experience nationwide.

What licenses does Daniel hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Daniel paid?

Exodus Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Cambridge Investment Research Advisors
34yrs
Stephen Lucas
Financial advisor
Mars, PA
Top 9% by experience nationwide
PlanningInvesting
Call Directions
Kestra Advisory Services
27yrs
William Becker
Financial advisor
7011 Crider Road Suite 101
Mars, PA 16046
Top 24% by experience nationwide
Fiduciary
Call Directions
State Farm Investment Management
26yrs
Mark Mactaggart
Financial advisor
7031 Crider Rd Suite 150
Mars, PA 16046
Top 14% by experience at State Farm Investment Management
ChFC
Call Directions

See all advisors near Mars