Proud to work with nationally recognized teammates

At The Weiland Longoria Group, we are very proud that Financial Advisor Todd Weiland has received the Forbes Best-In-State Wealth Advisor award in 2022 and 2023 and Financial Advisor Jacob Longoria has received the AdvisorHub “Advisors to Watch” award in 2023. It’s an honor to have teammates nationally recognized as one of the best in the industry. Congratulations Todd and Jacob!

We are also honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

Why choose us?

We help create financial security and peace of mind for individuals and their families. We accomplish this by providing our clients with a high level of service that meets and often exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals. It is our goal to be the primary resource for all of our clients' financial needs.

Investment philosophy

We believe the most effective way to capitalize on positive market trends is to generally be fully invested across a broad and diversified range of equity asset classes, while also incorporating fixed income, alternative assets, and cash in smaller proportions, as appropriate given our client’s risk tolerance, time horizon, and financial goals. We also believe that because markets move so quickly in today’s fast-paced environment, there are short-term investment opportunities among equities and fixed income.

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Meet our team

Learn more about The Weiland Longoria Group.

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Latest Insights

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Redder: Updating our U.S. Recession Scorecard

Midway through 2024, changes in our U.S. Recession Scorecard signal rising economic risks for equity investors in the second half of the year.

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