Andrew Marusic, CFP®, AIF®

Senior Wealth Advisor, Managing Director

Cleveland, OH

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Designations

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary® designation

 

Work Experience

  • Joined MAI in 2021 as a result of MAI’s acquisition of HW Financial Advisors, where he was a Principal
  • Responsible for helping individuals and families define and meet their goals and objectives by implementing comprehensive wealth management solutions

 

Life Outside of MAI 

  • Involved in the Croatian community, participating on boards, coaching sports, and cultural festivities
  • Participates in multiple greater Cleveland Catholic Charities and education initiatives
  • Andrew and his family are involved in the Bainbridge Township Community where they reside

 

Education

  • John Carroll University, BS in Finance & Economics

We look forward to learning about your financial goals.

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