Andrew Martz, CFP®, MBA

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