Captrust
46yrs
Top advisor by experience at Captrust
11yrs
Jonathan Weimer
Financial advisor at MTM Financial Group
Jonathan Weimer is a fiduciary financial advisor in Bethlehem, Pennsylvania, with 11 years in the industry. After five years at Fidelity Personal and Workplace Advisors and less than a year at Strategic Advisers, Jonathan joined MTM Financial Group in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Jonathan holds the CFP® designation.
One of 195 advisors with offices in Bethlehem, and one of 162 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office4505 Hanoverville Road, Bethlehem, PA 18020
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$234,484
Advisors at the firm8
States licensed ?1 state
Services through MTM Financial Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
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.
Career
- 2023 – nowMTM Financial Group, LLCCurrent firm
- 2018 – 2023Fidelity Personal and Workplace AdvisorsPreviously
- Jun 2018 – Jul 2018Strategic Advisers LLCPreviously
Contact Jonathan
(610) 746-7007MTM Financial Group main office 4505 Hanoverville RoadBethlehem, PA 18020Office · Get directions
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call MTM Financial Group at (610) 746-7007 and ask for Jonathan Weimer. Jonathan works from the Bethlehem, PA office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
MTM Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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.
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