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Michael Weidner, CFP®
Partner, CWA Certified Financial Planner, RJFS

Mike joined Crux Wealth Advisors as a Partner and CERTIFIED FINANCIAL PLANNER professional in August 2021. In his role, he works with a select group of successful families and businesses who have a connection to Western New York, along with their families and friends.

He works closely with his clients to plan strategically for their goals and the unforeseen challenges in life. Mike does this by developing strong working relationships through effective listening and developing customized strategies that are not influenced by market conditions. In addition, he takes a close look at tax minimization and estate planning strategies for families and their businesses, keeping an eye on potential tax law changes in the future.

Mike’s passion for helping others long-term inspired him to pursue a career in finance. The planning process motivates him, and it’s where he thrives working with his clients. He is an excellent communicator and can bridge information about where his clients are and where they want to go. From establishing relationships by listening carefully to each client’s story to crafting a customized plan and continually reassessing and adjusting strategies as needed, he enjoys the evolution of the process to provide stability and structure to their course of action, no matter what the financial markets are doing.

Mike has worked with most of his clients over many years and considers them family. 

He brings extensive critical expertise to our team from his time spent as a Wealth Manager for nearly thirty years at Wells Fargo Advisors and Merrill Lynch. He earned the CERTIFIED FINANCIAL PLANNER TM certification and graduated from Ithaca College with a degree in communications. 

Raymond James does not provide tax or legal advice.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Michael Weidner

I was raised in Fairport, New York and I’m the proud father to Adelaide, George, Lily, and Olivia. My family is very important to me, and I like to focus on quality time with them and my fiancé, Melanie. In addition to spending time with my family, I enjoy playing golf and traveling. 

My family has always been a strong influence on my life.  My father, Carl, worked at Merrill Lynch for 28 years, and he was my inspiration for shifting careers in 1993. I will always cherish the three years I worked alongside him until he retired in 1996.  Prior to that, I pursued a career in radio advertising and marketing, starting at Ithaca College and continuing through Rochester, Buffalo, and New Jersey. 

Today, I’m lucky to give back to our community through some important organizations, such as serving on the board of directors for the Cystic Fibrosis Foundation, Rochester Chapter. In addition, I’m a member of the Bethlehem Lutheran Church Fairport, NY. 

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