Widmann Financial Services
SEC RegisteredCultivating Your Legacy
About the firm
At Widmann Financial Services, we specialize in wealth management for both individuals and institutions. Our approach is rooted in developing long-lasting relationships that span across generations within families, striving to preserve and nurture your financial legacy for years to come. Since our founding in 1988, we have been dedicated to helping clients achieve their financial goals with integrity, family values, and community service at our core.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, asset management, financial planning, charitable gifting, estate planning, small business retirement plans, tax strategies, long-term care, life insurance, medallion signature guarantees, notary services, and fiduciary asset management.
Who they serve
Individuals and institutions including pre-retirees and retirees, business owners, government and public employees, non-profit and charitable organizations, attorneys, personal representatives, trustees, and CPAs.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of April 14, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Widmann Financial Services has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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