Proud to work with a nationally recognized teammate

At The Weiland Longoria Group, we are very proud that Financial Advisor Todd Weiland has received the Forbes/Shook Best-In-State Wealth Advisor award in 2022. It’s an honor to have a teammate nationally recognized as one of the best in the industry. Congratulations Todd!

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

Summer events shaping the outlook for the UK and Europe

We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.

Read more

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