Andrew Moyer, CFP

PRINCIPAL

Overview

I am proud to be a partner at one of the top independent financial planning firms in this part of the county. I am passionate about liberating people from the difficulty and stress of making investment decisions so that they achieve incredibly abundant and successful lives. My philosophy for building a successful client experience is through an enduring relationship, objective and conflict-free advice, and the alignment of your resources with your unique needs, goals, and dreams. I specialize in helping clients who are going through a major life transition such as selling a business, inheriting an IRA or retirement plan account, changing companies or retiring from their job.

Goal focused, plan driven answers for you financial life!

ACCREDITATIONS & EDUCATION

  • University of Cincinnati – B.S. Social Work
  • Yeshiva University – M.S.W. Social Work
  • Certified Financial Planner™

MEMBERSHIPS & COMMUNITY INVOLVEMENT

  • Member, Financial Planning Association of NE Ohio
  • Board Member, B’nai B’rith
  • Board Member, Jewish Community Relation Council in Youngstown
  • Graduate and active participant of Leadership Mahoning Valley

HOBBIES & PERSONAL LIFE

  • Enjoy spending time with family, friends & grandchildren, and attending Cleveland professional sports games
  • My wife and I are avid theater goers and season ticketholders at Playhouse Square

FAVORITE QUOTE

“Money can’t buy you happiness, but it can make you awfully comfortable while you’re being miserable.” Clare Boothe Luce

Andrew Moyer, MSW, CFP®<br>- Principal -

330-856-6345

Andy@w3wealth.com

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