Martin Weil

Martin Weil

CFP®, MBA

Martin is a Financial Advisor who helps clients build, manage, and preserve wealth, develop a plan for retirement and manage investments.

  • About Martin
  • Questions & Answers

Advisor Details

Contact Advisor
Company
Principal at MW Investment Strategy
Address
P.O. Box 356
Sonoma CA, 95476
Phone
(877) 442-8777
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About Martin

Helping clients identify and successfully achieve their core life and financial goals

I started MW Investment Strategy in 1997 to provide clients the same honest, unbiased financial advice that I value for myself. After more than 30 years as an individual investor, I know that the financial marketplace does not always deal a fair deck.

As a fee-only investment advisor, we have no products to sell and thus no incentives other than to serve the best interests of our clients. Our clients are both young and old, individuals and families, working and retired. They share one thing - a commitment ...

Education

  • B.A., Fine Arts, University of California at Los Angeles
  • M.B.A. , Business, Anderson School of Management, UCLA

Certifications

Registrations
Designations
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Tips from Martin

Martin's videos

  • Why is your fee structure superior to other payment options?
  • When should people start looking for a financial advisor?
  • What kind of people are attracted to you and your advising style?

Martin in the news

Typical Clients & Fee Structure

Typical Clients

People near retirement
Women
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.