Andrew Mastro (CAIA, CFA, CFP®)

Andrew Mastro focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Millennials
  • Tax Planning

Planning Specialties

Wrought Advisors is a great fit for that partner level attorney who aspires to a work optional lifestyle and would like help reducing their taxes, investing, and making smart financial decisions so they can accomplish their goals. We also specialize in helping associate attorneys with paying off their own student loans, saving for their children's' college education, and simultaneously setting themselves up for a successful financial future.

Additional Information

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.

NAPFA Start Date

September 03, 2021


This Office

225 Haddon Avenue Suite 2102A Haddon Township, NJ 08108 Phone: +1 (856) 249-9980