Andrew M. Moyer, Certified Financial Planner™

Resourceful ~ Compassionate ~ Patient

Andy comes from a family known in the Youngstown area for business and community leadership. His grandfather and father were in the investment industry. After working for a national investment firm, Andy joined Ted Dumas in 1994 to form Dumas & Moyer. In 2008 they merged with W3 Wealth Management.

Andy holds a Bachelor's Degree in Social Work from University of Cincinnati and a Master’s Degree in Social Work from Yeshiva University in New York. He also holds his Certified Financial Planner designation as well as securities and insurance licenses.

Andy has served in numerous leadership positions inside the Jewish communities in Northeast Ohio both as a professional staff person and volunteer. He currently serves on the boards of B’nai B’rith and the Jewish Community Relation Council in Youngstown. Andy was a 1998 graduate of Leadership Mahoning Valley and remains involved in the program.

Andy and his wife Judy like to spend free time with family and friends trying out new restaurants, attending theater, and traveling. Andy and Judy have a daughter Julie and son-in-law Jonathan.

His experience and educational background lead Andy to develop financial plans that help families make the most of their lives. He values his relationships with clients and understands the responsibility entrusted to him. Andy enjoys finding new ways to simplify clients’ financial lives while delivering piece of mind.