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Our Mission
To inform and empower our clients with knowledge and perspective so they can make sound financial decisions for themselves, their families, and loved ones.
Simplifying the Complex
At the heart of our planning process is a simple goal: to take complicated financial subjects and make them understandable. Mark learned early in his career the value of education—showing people not just how markets work, but also how they don’t work. Markets often experience their most significant gains in short bursts, and no one can consistently predict when those moments will occur. The real risk isn't just the downturns—it's being out of the market when it begins to recover and no one can time it perfectly.
Things get even more complex when you start withdrawing money. Growth looks different in retirement than it does during accumulation. What if you had started withdrawals during the 2008 financial crisis? What if you missed the downturn entirely? What is a sustainable withdrawal rate? These are real scenarios that require thoughtful planning. That’s why we prioritize education, awareness, and collaboration. We want you to understand your plan before you invest and be a part of the process. When we simplify complex subjects and engage through education, we empower you to make smart financial decisions with confidence.
Where We've Been
Our story began in 1991 when Bob Williston and Mark Weber became Independent Advisors at Xerox Federal Credit Union. After Bob’s retirement in 2001, Todd Bolen joined Mark as a partner, and the two worked together until 2009, when they, along with longtime assistant Jackie Lacey, left the Credit Union’s Broker-Dealer to chart their own path.
In 2015, Mark invited his son, Kyle Weber, to join the firm as part of a long-term succession plan. Kyle came aboard after college, and in 2017, Todd retired. Shortly after, a close advisor friend of Mark’s passed away and asked Mark to care for his California clients. Needing support, Mark brought on Nick John—his mentee of seven years—who officially joined the firm. In time, we became Weber Wealth Advisors and relocated from El Segundo to Yorba Linda.
Today, half of our clients are Xerox retirees, along with their families and friends. We’re proud to still serve many current employees as they approach retirement. It’s been an honor to be a trusted part of their lives for over 30 years.
Where We're Headed
Nearly 40% of advisors are projected to retire in the next decade and a large percentage of them have no succession plan. We understand life can change quickly and we must be ready.
Here is how we've prepared:
Diligent: We use robust Client Relationship Management (CRM) software to keep detailed notes, ensuring no information gets lost. Any advisor on our team can step in and provide seamless support. We meet weekly as a team to discuss client needs and collaborate on solutions.
Informative: When you visit us, you’ll be introduced to the entire team. You may also receive check-in calls from our other advisors, so you're familiar with more than one person who knows your plan.
Simple: We operate under one unified investment philosophy and planning process. There’s no juggling different styles—just a consistent, coordinated approach. We also revenue share as a firm, reflecting our core belief: we work for all our clients.
Our Products
We offer a wide range of investment products designed to help you build and protect long-term financial security for you and your family.
Our offerings include:
| - Retirement Accounts
- IRA Rollovers - Roth IRA Accounts - Fixed & Variable Annuities - Money Market Funds |
- Mutual Funds
- Stocks - Bonds - 529 College Savings Plans - Government Securities |
Each plan is tailored to align with your unique goals, risk tolerance, and stage of life.
Our Services
We work closely with you and your family through every stage of life, offering personalized guidance to help you make informed financial decisions. Our services include:
| - Retirement Income Strategies
- Tax Reduction Planning - Asset Allocation & Investment Guidance - RIGP Pension Options - GATT Rate Analysis - College Funding & Education Planning |
- Life & Long Term Care Insurance
- Risk Assessment & Insurance Coverage - Succession and Estate Planning - Risk Tolerance Evaluation |
Whether you're planning for retirement, saving for college, or preparing for the unexpected, we're here to support your goals with thoughtful, personalized advice.
Meet the Team
Rooted in California. With You Across the Nation
Proudly Serving Our Community
For nearly four decades, we’ve been honored to serve our clients—and give back to the community that’s supported us. A portion of our revenue goes directly to local events, fundraisers, and causes that strengthen the place we’re proud to call home.
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