Mike Weinand

Mike Weinand is the founder, owner, and president of Weinand Financial, Inc., an independent registered investment advisory firm based in Lacey, Washington, in the Olympia area. He holds an MBA and is a Certified Financial Planner™ (CFP®), and public filings and the firm's own materials describe more than 30 years of experience in the financial-services industry — placing his industry start in roughly the early 1990s. He is registered with the SEC/FINRA under CRD #2317898.

Weinand Financial is a fiduciary, fee-based planning and wealth-management practice. According to adviser-tracking databases (FINTRX, U.S. News, WiserAdvisor), the firm manages on the order of several hundred million dollars in client assets — figures reported range from roughly $443 million to about $610 million in assets under management — for approximately 1,600 client accounts, with a small team of around four advisers. The firm's services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and client educational seminars.

The practice is family-run and community-oriented; the team page lists additional members including Joyce Weinand alongside other advisers and staff. Client reviews frequently describe Mike as having "the heart of a teacher," emphasizing an education-first, long-term planning approach rather than transactional selling. The firm is a member of the Lacey South Sound Chamber and maintains a Better Business Bureau profile.

• Operates as a fiduciary financial planner / RIA, not a startup angel — his "investing" is managing client portfolios (public securities, mutual funds via American Funds/Capital Group, custody through Schwab), not writing checks into private companies.
• Emphasis on comprehensive, goals-based financial planning for individuals, families, and small businesses, aiming for "tailored solutions" and a "secure financial future."
• Serves largely retirement- and wealth-accumulation clients, including helping clients reach early retirement through disciplined, long-horizon planning (per client testimonials).
• Firm messaging stresses client education, privacy, and cybersecurity over speculative or high-risk allocation.
• No public evidence of a defined startup investment thesis, check size, seed-stage focus, or target company profile — those stub fields cannot be substantiated and are therefore omitted.