Meet our team

Learn more about The Weiland Longoria Group.

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.


Let's start the conversation

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Nationally recognized professionals

Todd Weiland, Mgr Director, Financial Advisor

  • Forbes Best-In-State Wealth Advisors - 2022, 2023, 2024, 2025

Jacob Longoria, CFP, Sr VP, Financial Advisor

  • Forbes Best-In-State Top Next Gen Advisor - 2024
  • AdvisorHub Advisor to Watch - 2023

The Weiland Longoria Group Awards

  • Forbes Best-In-State Wealth Management Teams – 2024, 2025

Latest Insights

Businessman shopping

The Fed and its dueling dual mandate

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

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