Andrew Martz, CFP®, MBA
Go Beyond Wealth
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Western International Securities
Andrew Martz, CFP®, MBA
Westlake Village, CA
Serving Clients Nationwide
Go Beyond Wealth
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Andrew Martz, CFP®, MBA is founder and president of WIS Advisors Inc.He believes a fulfilling life goes beyond wealth. This philosophy provides the framework that Andrew Martz uses to build financial plans for his clients.
His proactive approach to wealth management is simple: listen to dreams, concerns, and needs as it relates to one’s life and financial goals. Then, utilizing decades of knowledge, experience, and strategic partnerships, design and implement the plan with the goal to achieve those results desired.
As a New York native with offices located in Los Angeles, Denver, and Dallas, Andrew’s client base spans the country. His client roster ranges from busy executives, entrepreneurs, and professionals in the sports and entertainment industries.
Andrew is the co-host of the “Dollars & Sensibilities” podcast show where he shares his expertise with listeners around the numbers, concepts, and behaviors that can shape a person’s financial life.
He graduated from Stevens Institute of Technology in Hoboken, NJ with a B.S. in Business and Technology, and began his career on Wall Street in 2006 with a boutique investment banking and private equity firm. After 2 years, he joined the world’s largest investment bank, J.P. Morgan, refining and perfecting the process of delivering best-in-class wealth management solutions.
With over a decade of experience and a growing passion to help people understand how they can have more control over their money to live their best life, Andrew opened WIS Advisors, an independent financial advisory practice.
Andrew enjoys an active lifestyle and can often be found competing in triathlons or 5ks on the weekends. He and his wife, Theresa, have two children, Maverick and Monroe, who call him Dad. To everyone else, he’s known as “Money Martz”.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Business Administration (MBA)
Affiliations
-
Financial Planning Association
- The AGC
Primary Location
2555 Townsgate Road, Suite 300 Westlake Village, CA 91361
Additional Locations
📍 4451 Dale Earnhardt Blvd Unit B25 Northlake, TX 76262
📍 3200 Cherry Creek Dr., South Suite #200, Denver, CO 80203
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
We want to create not just a financial plan...But a lifestyle design and lifestyle plan.⭐ Our Approach
Investment Consulting + Advanced Planning + Relationship Management
When it comes to mapping out your financial future, our proven consultative process allows us to clearly understand the challenges associated with your immediate financial position and provide viable solutions to help you go beyond wealth and move into the future.
1. Discovery Meeting
2. Investment Planning
3. Mutual Commitment
4. 45-Day Follow-up
5. Progress Meeting
⭐ Who We Serve
At WIS ADVISORS, we deliver world-class solutions to world-class clients. They value our expertise and appreciate our personalized planning approach.
Our clientele roster ranges from busy executives, entrepreneurs, professionals in the sports & entertainment industries, to everyday hard-working Americans ready to retire. However – they all have similar traits.
CLIENTS WHO WORK WITH US ARE:
✔️Accomplished
✔️Driven & Hard-Working
✔️Active in their communities
✔️Value their time & families
✔️Looking to leave a legacy
⭐ Problems We Solve
Wealth is the Ability to Fully Experience Life” - HENRY DAVID THOREAU
At WIS Advisors, our proactive philosophy of wealth management is simple: listen to your dreams, concerns, and needs to define where you want to be. We then work with you to create and implement a personalized, comprehensive plan to help you get there.
Some of the areas we specialize in include:
✅ Asset Management: A Portfolio Designed For You
A well-diversified and properly constructed portfolio can help you achieve your goals over the long term. We act as your fiduciary and work to create a custom portfolio solution designed around your specific needs.
✅ Income Strategies: A Plan for Your Income
The transition from a career to retirement can be daunting, but we think it should be a celebration. We will help you create a reliable income plan, built around Social Security, pensions, and retirement account distributions to enjoy the retirement you were meant to live.
✅ Tax Advisory: Tax-Efficient Strategies
We work with you and your tax professional to devise the best strategies for keeping more of your hard-earned money in your pocket.
✅ Risk Mitigation: Protection from Market Declines
You worked hard to build your wealth, and the amount of risk you take to protect yourself from market declines should be personalized to you. We will work with you to make sure you are taking only the amount of risk that you are comfortable with – that matches your risk tolerance and your risk capacity.
✅ Life Planning: A Plan for What is Possible
Our conversations go beyond wealth. A life financial plan will help you achieve those short and intermediate goals both personally and financially. Whatever your goals are, we work with you to make them happen.
✅ Legacy Planning: Providing for Generations
Whether it is planning for future generations of your family or funding your favorite charity, we will help you create a plan to provide and leave a meaningful legacy.
✅ Education Planning: A Roadmap for College
Providing for a child's education can be a beautiful gift from a parent, grandparent, or friend, but it can be confusing. We use cutting-edge tax-efficient strategies and make it easy to understand.
✅ Retirement Strategies: A Plan for Your Best Chapter
Saving for retirement can be a daunting task, but it doesn't have to be. We work side-by-side with you using easy to understand language to create a confident plan to achieve your financial freedom.
✅ Life Insurance + Long-Term Care: A Plan to Protect Your Assets
You work hard to provide for your family, and your financial plan should make sure that is never in question. We will help you navigate the complexities of insurance to design a plan that protects the people you love and the wealth you have created.
Education
California Lutheran University Master of Business Administration - MBA, Financial Planning
Hobbies and Interests
- Exercising
- Family
- Running
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
