Andrew Mastro

CFA®, CFP®, CAIA®

Wrought Advisors

President & Founder

Andrew Mastro

CFA®, CFP®, CAIA®

Wrought Advisors

President & Founder

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Andrew Mastro, CFA®, CFP®, CAIA®

Wrought Advisors is a fee-only financial planning firm specializing in attorneys. We help our clients reduce taxes, invest, and make smart financial decisions.

Andrew Mastro is a Haddonfield, NJ fee-only financial advisor serving clients locally and across the country. Wrought Advisors provides a comprehensive financial planning process, the Wrought Roadmap, to help attorneys organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrew Mastro is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Andrew Mastro, CFA, CFP®, CAIA is the Founder & President of Wrought Advisors located in Haddonfield, NJ.


Hi, I'm Andrew! Wrought Advisors was founded because you should have the option to work with a fee-only advisor, free from the conflicts of interest of old Wall Street. By implementing, the Wrought Roadmap, my proprietary financial planning process, I help my clients reduce taxes, invest, and make smart financial decisions so you feel confident in the choices you are making today and the plans you make for the future. I love what I do and it brings me such fulfillment to see my clients’ succeed.

I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, and commercial real estate) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Advisors.

I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. I enjoy traveling and sharing new experiences with my girls and coaching their sports teams. Giving back to my community is important to me so I am a member of the Rotary Club of Haddonfield where we support many local, regional, and even some international projects. With whatever free time is left to me I love to read, work on home improvement projects, jog with my dog, cycle, ski, and squeeze in the increasingly rare round of golf.

Andrew Mastro is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Wrought Advisors is a fee-only financial planning firm specializing in attorneys. We help our clients reduce taxes, invest, and make smart financial decisions.

We are real financial advisors: fee-only, fiduciary, and comprehensive.

Our firm's interests are aligned with your interests not just in words but in actions. We are fee-only which means no product sales or commissions ever. We only do better when you do better. Being a fiduciary means always putting your  interests ahead of our ownYou can download our pledge to be fiduciaries here. We only work with clients who are interested in a long-term relationship and want a trusted partner to help them understand anything that comes with a dollar sign.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Andrew Mastro is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Andrew Mastro is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CFA - Chartered Financial Analyst

    Andrew Mastro is a holder of the right to use the Chartered Financial Analyst® designation

    The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.

    This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.

  • Chartered Alternative Investment Analyst® (CAIA®)
    Andrew Mastro is a Chartered Alternative Investment Analyst® (CAIA®)

    Chartered Alternative Investment Analyst® (CAIA®) is a professional designation offered by the CAIA Association to investment professionals who complete a course of study and pass two examinations. The "alternative investments" industry is characterized as dealing with asset classes and investments other than standard equity or fixed income products. Alternative investments can include hedge funds, private equity, real assets, commodities, and structured products. The CAIA curriculum is designed to provide finance professionals with a broad base of knowledge in alternative investments.

  • XY Planning Network
    Andrew Mastro is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Andrew Mastro

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Office Locations:

  • 225 Haddon Avenue
    Suite 2102A
    Haddon Township, NJ 08108

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