About Us

Your Team

An independent registered investment advisory firm with over 90 years of combined experience - built on objective thinking, independent execution, and a genuine passion for your financial success.

Who We Are

Research & Portfolio Management is an independent registered investment advisory firm drawing upon the resources and custody of a major financial services firm. Our firm recommends that securities be transacted through the trading facilities of RIA & Custody Services (RCS) Division, a division of Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC.

With over 90 years of combined investment experience, we have the investment knowledge, proven customer services, and the passion it takes to help you achieve your wealth accumulation goals. Our independence means our advice is always in your best interest - not driven by proprietary products or sales quotas.

Our Advisors

The Team Behind Your Portfolio

Michael C. Weber

Founder & Investment Advisor

Michael C. Weber brings over 40 years of advisory experience to the investment process. Following a career as a Naval Flight Officer, Michael obtained an MBA degree in finance.

He began his investment advisory career with the national wire house firm E.F. Hutton. Relying on the importance of objective thinking and independent execution, he founded his independent advisory firm in 1997. Michael specializes in the identification and recommendation of institutional money managers that complement your investment objectives and risk tolerance. His objective is to outperform the appropriate index on a risk-adjusted basis.

LuAnn Driscoll

Investment Advisor

LuAnn graduated from John Carroll University in 1983 and brings 34 years of experience in investment management and financial services as an Investment Advisor. She specializes in portfolio analysis and asset allocation, as well as fundamental and technical research for stocks and mutual funds.

Michael L. Weber, CFP®

Investment Advisor & CERTIFIED FINANCIAL PLANNER™

Michael L. Weber joined the firm upon graduating from the University of Kentucky in 2009 with his B.A. While he is a second-generation advisor at Research & Portfolio Management, he brings 17 years of his own hard-earned experience to the table.

Michael is a CERTIFIED FINANCIAL PLANNER® professional. He specializes in retirement planning, helping clients navigate the transition from wealth accumulation to sustainable income distribution. He also holds a life and health insurance license, enabling him to take a holistic view of each client's financial picture. Michael works closely with clients to build personalized retirement strategies that align their investment portfolios with their long-term lifestyle goals.