Andrew Moyer, W3 Wealth Management, LLC

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. I strive for goal focused, plan driven answers for your financial life!

Accreditations & Education

  • University of Cincinnati – bachelor’s in social work.
  • Yeshiva University – master’s in social work.
  • Certified Financial Planner.

Memberships & Community Involvement

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

Hobbies & Personal Life

  • Enjoy spending time with family, friends and 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,” by Clare Boothe Luce.

It's Time... To Focus On Your Future

W3 Wealth Management, LLC is a total financial planning firm. And when we say total, we mean it. W3 has assembled a team of accredited advisors including certified financial planners, CPA’s, attorneys, CLU’s and ChFC’s to assure all your financial affairs are working in tandem.

Our holistic approach to wealth management puts our clients at the center of our focus, every day. Our mission is to guide you towards achieving your financial goals.

On a daily basis we practice proactive, thoughtful, and personal wealth management planning. Couple that with our integrity, expertise and experience and you’ve discovered the very core of our philosophy.

W3 has offices in Akron, Warren, Beachwood, and Columbus with clients in over 25 states. We utilize screen-sharing technology so our out of state clients receive the same service as our local clients.

Across our service to individual clients, business clients and institutional clients, W3 manages over $600 million in investment assets.

Through an in-depth discovery of your goals and current situation, we create and implement a plan to guide you toward financial success. We continue to update your plan with the inevitable changes life brings. Actively engaging in this process helps to assure the continuance of your lifestyle in retirement.

We are independently owned and not beholden to any company, product, or provider. As your financial advocate, our primary goal is to provide you with objective advice and design the optimum strategy to meet your needs.

We pride ourselves on openly communicating with our clients in good markets and bad. This way, W3 clients never feel like they are braving the financial waters (choppy or smooth) on their own. Our lives (financial and otherwise) do not exist in a vacuum. For this reason, we always welcome calls or emails to touch base about what is on your mind and how we can assist you.

How Much Do I Need to Retire?

It’s the most common question we hear. Most people think they can comfortably retire when they reach a specific number. In reality, you can retire successfully if you get within a certain range. Many factors determine your range. Some you can control, and others not so much. But they’re equally...