A Fee-Only Registered Investment Advisor
Steven A. Weydert, MS
President
Steven A. Weydert is the founder and president of Weydert Wealth Management. He has been providing factor-based investment management and fee-only financial planning advice to busy professionals and retirees since 1997. He is a registered investment advisor specializing in DFA fund asset management.
Prior to founding Weydert Wealth Management, Steven spent over 12 years with Bowyer Weydert Wealth Planning Partners, Inc. near Chicago where he served as executive vice president. He has also served as chairman, president, and treasurer of the National Association of Personal Financial Advisors' (NAPFA) Midwest region board.
A noted industry authority and speaker, Steven has appeared on Chicago WGN radio's The Money Show with Bill Moller and has presented for national groups such as the American Institute of Certified Public Accountants (AICPA), NAPFA, and numerous others.
Steven's quotes and written contributions regularly appear in The Wall Street Journal, The New York Times, Business Week, The Chicago Tribune, Kiplinger's Personal Finance, Smart Money, U. S. News & World Report, Bloomberg Wealth Manager, Financial Advisor, Investment Advisor, Investment News, and many others.
Steven served for 15 years in the army reserve as an infantry officer and Iowa Military Academy trainer. He received his BLS degree in communications from the University of Iowa and his MS degree in financial planning from the College for Financial Planning. He is also a Level II candidate in the CFA program. Steven lives in Fairfield, California and is a sports enthusiast who enjoys football, basketball, hiking and other outdoor activities.
Jumi Kim, DA
Back Office Solutions Consultant
Jumi Kim is Weydert Wealth Management's back office solutions support and business consultant. She provides marketing, technology, and operations support and assists with business planning and strategy.
Jumi received her doctoral degree from Ball State University and her master's degree in voice from Indiana University. She has taught voice for many years at the college level and is a classically trained soloist who regularly performs throughout the world.