Andrew Martz, CFP®, MBA
Go Beyond Wealth
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Serving Clients Nationwide
Go Beyond Wealth
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Andrew Martz, CFP®, MBA
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 ®
- 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 Western International Securities
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
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