From managing cash flow and increasing revenue to investing in your retirement and planning for the future, a little bit of guidance can go a long way. In Financial Planning 101, the team at W3 Wealth Management LLC explain the finer points of planning your financial health.

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.

Important Questions in Estate Planning

Most people understand that estate planning determines who will inherit your assets and how. But establishing that plan requires answering some tough questions. How will you preserve your assets from estate taxes and probate fees? How will you ensure distribution of your assets according to your wishes? Who will make financial and medical decisions in […]

Find a Financial Planner You Trust

Financial planning is more than just saving for retirement. Different goals throughout our lives require different methods of planning. As part of our Financial Planning 101 print and video series, The Business Journal caught up with Jonathan Lapine of W3 Wealth Management and asked him common questions about financial planning.