Broker Check
Richard B. Weinerman

Richard B. Weinerman

Financial Planner, Partner

Rick focuses his service on impacting the financial and personal lives of high net worth clients. For over 35 years, he has provided comprehensive, customized financial analysis and sophisticated strategies to help solve significant financial problems for his clients. In addition to his private practice, Rick through a Sagemark Consulting affiliation, works with several national investment firms, their advisors and clientele in the areas of wealth transfer strategies, business succession and insurance analysis.

He has consistently received the highest company honors for his work. Rick has been recognized as one of Sagemark Consulting/Lincoln Financial Advisors' top producing planners and is a lifetime member of Lincoln’s Resource Group, a nationwide invitation only network of the top financial planners within Lincoln Financial Advisors.

Rick is a frequent speaker at national conferences and has delivered keynote addresses at several corporate meetings on charitable, estate, and insurance planning. He has taught courses on estate and insurance planning solutions to CPAs and stockbrokers throughout the country.

In addition to his business accomplishments, Rick is involved in several civic and philanthropic organizations in his community. He served on the Board of Directors for Big Brothers of Metropolitan Detroit for fifteen years and acted as a Big Brother for over thirteen years.

Rick is a graduate of Wayne State University. He and his wife Linda, a reading and language arts specialist, have two sons Jared and Zach. Rick and Linda reside in West Bloomfield, Michigan. In his free time, Rick enjoys stand up comedy and has performed live through the Detroit Metropolitan area.

Rick Weinerman is a registered representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC).  Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment adviser.