About Apprise Wealth Management

At Apprise, we believe it is an honor to work with clients and help them plan for and manage their financial future. We believe in stewardship of wealth and fully embrace our duty to always put our clients’ interests ahead of our own. Transparency and clear communication are central to our approach because we think it is our obligation to our clients to build trust and help them gain a sense of security.

With over 20 years of experience in investment management and financial planning, we bring insight to help you avoid emotionally driven decisions in important money matters. To help accomplish this, we are available to consult with you at key moments of decision-making and do the research necessary to provide you the requisite information. We also disclose any of our own potential conflicts of interest.

About Phil Weiss

Phil Weiss, Financial Advisor for Apprise Wealth Managemet
Phil Weiss founded Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche. For the past 25 years, he has worked extensively in the areas of personal finance and investment management. Phil is a CFA charterholder, a CPA, and an RLP®.

In addition, he has served as a featured media spokesperson, has written weekly commentary on market-related topics, and is a frequent podcast guest. He also continues to blog regularly for Apprise. His investment approach favors the long term, as well as assessing the value and fundamentals of the assets in which he invests.

He launched his own Registered Investment Advisor (RIA) business so he could provide financial planning, personal finance, and investment management services and education to women facing new beginnings. He believes it is a privilege to help others plan for their financial future. Please read this blog if you would like to learn more about what drove Phil to start Apprise and why he works with women facing new beginnings.

Phil grew up in Livingston, New Jersey and graduated from Rutgers University with a BS degree in Accounting. He also attended Duke University for three years where he was a Psychology major.

He and his wife, Diana, live in Maryland and are the proud parents of four children – six if you count their two dogs. Phil enjoys spending time with his family at home, on the fields, and traveling. He likes following his favorite sports teams, cooking, and reading, too. Phil also coached many of the youth sports teams his children played for.

About Megan Kopka

Megan Kopka, a seasoned Certified Financial Planner™ (CFP®) professional and Registered Life Planner (RLP®) with over 15 years of experience, distinguishes herself in the financial planning arena. Her journey is deeply rooted in personal experiences, including roles as a caregiver and widow, shaping her distinctive approach to financial planning.

Facing pivotal moments early in her career, Megan’s commitment to bridging the gap between financial planning and the nuanced needs of widows and caregivers became her mission. As a managing partner of Apprise Wealth Management, Megan combines her professional acumen and personal insights to offer comprehensive and empathetic financial solutions tailored for those facing similar circumstances.

Megan is a former educator and strives to educate women facing new beginnings about their personal financial well-being and best practices. In addition, she has been featured on podcasts, and spoken professionally for caregivers, widows, and inside the financial industry as it pertains to guiding widows through financial planning.

She launched her own Registered Investment Advisor (RIA) business so she could provide financial planning, personal finance, and investment management services and education to widows and caregivers. She believes that a client-advisor relationship is likely the most intimate professional relationship one can engage in. Please read this blog if you would like to learn more about what inspired Megan to start her own RIA and ultimately merge with Apprise and work with widows and caregivers.

Megan is the mother of two adult children: Bruce, her son, who is working in the Maritime industry, and Jaden, her daughter, who is pursuing her pilot’s license. An active member of the Modern Widows Club, Megan is dedicated to inspiring and empowering widows and caregivers through her unique blend of personal and professional expertise.



Merger Announcement

We have some exciting news to share! As of January 1, 2024, Apprise Wealth Management and Kopka Financial have merged. The combined firm will retain the name of Apprise Wealth Management. Phil Weiss, CFA, CPA, RLP®, from Apprise Wealth Management, and Megan Kopka, CFP®, RLP®, from Kopka Financial, will serve as the managing partners of the newly integrated firm.

We expect to serve our current and prospective clients with increased care and expertise. We believe this merger will enhance your life plans and ours!

This merger represents the next step in our commitment to enhancing our service offering and expanding its depth. For both firms, life planning serves as the focal point in the financial planning relationship. In our view, life planning represents financial planning done right. Kopka Financial’s business centers on working with widows and caregivers. This seamlessly integrates with Apprise’s focus on empowering women facing new beginnings.

Key Highlights of the Merger:

  1.    Enhanced Expertise: Both firms’ combined knowledge and experience will further strengthen and enhance our work, providing comprehensive financial life planning and investment management services to women facing new beginnings.
  2.    Risk Reduction: Two experienced owner-advisors collaborating on the business and in service to you, our clients.
  3.    1 + 1 > 2: Combining forces will enable us to do more together than we could ever do on our own.
  4.    Continued Focus on Women Facing New Beginnings: Apprise Wealth Management remains committed to serving women facing life’s transitions. Together, we can deliver even more personalized and effective solutions for our clients.
  5.    Client-Centric Approach: The merger is driven by a shared dedication to providing customized financial life plans. Our shared values center on education and our continued commitment to integrity and transparency.

We appreciate the trust and confidence you have placed in us, and we are confident that this merger will enable us to elevate our level of service to provide more value to our current and future clients.

If you have any questions about our merger, please do not hesitate to reach out to Phil or Megan. We look forward to continuing our partnership and serving your personal financial needs.



At Apprise Wealth Management, we take pride in being a trusted financial partner, especially for female-led households. Our mission is to enhance our clients’ financial lives as well as their understanding of financial concepts. We strive to deliver you with the holistic, customized guidance you deserve based on a foundation of trust and transparency. We strive to align people’s capital with what’s truly important.

Confessions of a Financial ADVISOR

Weiss Family

My personal story is part of what drives me to help others manage their personal finances. Growing up I faced considerable uncertainty when it came to finances.

I learned a lot from those experiences. I also became more educated through both my school and professional experiences. I feel fortunate to have overcome my past financial challenges.

Why Choose Us


Our approach to wealth management helps clients align their capital with what matters most to them.

It is through detailed financial conversations encompassing all aspects of our clients’ lives that we empower people to make informed decisions.


As fiduciaries, we give you guidance you can trust, and we care about your financial life. We provide advice that uses simple language to explain complex topics, helping to foster financial literacy. Our feeling is that the quality of our advice is based on the depth of the relationships we build with each client. We are committed to helping you meet your financial goals.


We do our best to avoid elevating stress levels. Therefore, you will never see a market barometer or breaking news on this site – that is simply more noise.

At Apprise, we understand that short-term tactics can be important but they must be executed based upon wise strategic decisions rather than best-guess predictions.    

Pathway to Informed Success

Pathway to Informed Success

14840 Hunting Way Phoenix, MD 21131

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Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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