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Andrew Martz, CFP®, MBA

Founder & Financial Advisor, 𝐖𝐈𝐒 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬 ▪️ Husband, Father, Leader ▪️ Host of the 𝘿𝙤𝙡𝙡𝙖𝙧𝙨 𝙖𝙣𝙙 𝙎𝙚𝙣𝙨𝙞𝙗𝙞𝙡𝙞𝙩𝙞𝙚𝙨 Podcast🎙️

Andrew Martz, CFP®, MBA, is a financial advisor and the founder and president of WIS Advisors, an independent financial advisory practice. He is also the co-host of The Dollars and Sensibilities Podcast, where he shares insights on financial planning and wealth management. Martz's approach to financial advising emphasizes understanding clients' dreams and goals to create tailored financial plans that go beyond mere wealth accumulation.13

Martz graduated from Stevens Institute of Technology with a B.S. in Business and Technology and began his career on Wall Street in 2006. He has worked with prestigious firms, including J.P. Morgan, and has over a decade of experience in the finance industry, serving a diverse clientele, including executives and professionals in sports and entertainment.123

Known as "Money Martz," he is based in Los Angeles but serves clients nationwide. In addition to his professional pursuits, he enjoys competing in triathlons and spending time with his family.1

Highlights

Dec 29 · linkedin

Cheers to the last Friday before the new year 🔥 May all the goals your going after be yours this time next.

Dec 26 · linkedin

Company Christmas Party Vibes 👌

Hope everyone had an amazing Christmas spent with the ones they love.

Related Questions

What inspired Andrew Martz to start the "Dollars and Sensibilities" podcast?
How does Andrew Martz's approach to wealth management differ from traditional methods?
What are some common financial challenges Andrew Martz helps his clients overcome?
How did Andrew Martz transition from Wall Street to founding WIS Advisors?
What are some key takeaways from the "Dollars and Sensibilities" podcast?
Andrew Martz, CFP®, MBA
Andrew Martz, CFP®, MBA, photo 1
Andrew Martz, CFP®, MBA, photo 2
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Location

Dallas-Fort Worth Metroplex