Enhancing your wealth with every strategy
The financial plan we design for you is just the start. The enhancement to your wealth comes after we implement the solutions and strategies outlined in your customized comprehensive plan.
By receiving both tax and investment advice, you're getting an advantage most industry leaders cannot offer their clients. We can.
Founder's story
With 25 years of financial advisory and tax experience, Andrew has built his career around one belief: great advice changes lives. He spent two decades leading a billion-dollar RIA with a team of more than 40 people and has held his CFP® designation for over 20 years.
Meta Wealth Advisory was founded after Andrew witnessed too many firms offering fragmented advice, without considering critical components such as taxes. The industry's conventional wisdom and approach simply isn't providing the investment experience clients deserve. He started MWA to offer clients the very best experience the industry has to offer, and a home for advisors in search of a firm they can be proud to be part of.
Today he specializes in helping families nearing or at retirement, and small business owners, navigate complex financial decisions, from knowing when they can retire to implementing tax strategies that enhance wealth. Based in Maryland, Andrew serves clients across the country who are ready for advice that goes deeper than a portfolio.
- 25 years In financial advisory and tax
- CFP® CERTIFIED FINANCIAL PLANNER™, 20+ years
- MSBA Master's, Financial Planning
- BS Business & Finance
Our philosophy
Evidence, not instinct
Our philosophy
We believe financial advice should serve your best interests first, not ours. That's why we are fully independent, fee-only, and free of commissions and insurance sales. We've chosen to act in a fiduciary capacity at all times, not just when it suits us best.
I believe in doing what the evidence shows actually works: strategies grounded in decades of research, not market predictions or gut instinct. And we don't just build plans; we implement them and stay by your side through every chapter of your life.
We are our clients' biggest cheerleaders, knowing that in the long run their success is our success as well. It's a win-win.
Our future
We are building Meta Wealth to last. Our founder started this firm to focus on ensuring each client receives the advice necessary to get them to sustainable financial independence.
Our platform welcomes advisors and team members who share our simple philosophy: always keep the client's best interests at the forefront of every solution, and in the long run we will be successful together.
Our vision is to become the industry standard. We want to see other firms feel compelled to raise the bar to our level.
Next step
Let's find out whether we're a fit
A short, no-obligation conversation about where you are and where you want to be.