Martin Weil

Martin Weil


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
Principal at MW Investment Strategy
P.O. Box 356
Sonoma CA, 95476
(877) 442-8777

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 ...


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



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?
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Martin in the news

Typical Clients & Fee Structure

Typical Clients

People near retirement
Young professionals

Fee Structure

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