From Business Owner to Financial Professional: Why J. Marshall Andrews Understands Your Needs

Many people desire to become wealthy but don’t even know how to begin sorting their finances.

Some feel that making a financial strategy is complex, or they lack the discipline to follow it. While others take it a step further and admit they need help to actualize their wealth goals.

So, they seek the services of financial professionals to help them in their wealth-creation journeys. However, not many wealth professionals empathize and understand their client’s needs. As a result, some of their methods do not yield the intended results.

“Many wealth strategists follow a formulaic approach and are not committed to learning about the client’s individual needs,” notes J. Marshall Andrews, president and founder of the Wisepath Financial Group.

According to Andrews, clients need practical ideas and support to help them achieve their goals. And this is something he seeks to change with his company, Wisepath Financial Group. His mission is to help as many people as possible to create financial stability and growth.

J. Marshall Andrews’ Wealth of Experience

Andrews knows the ins and outs of the financial service industry. He has over a decade of experience working at Transamerica and Wells Fargo in their insurance and wealth planning divisions.  

Furthermore, he has won multiple awards for outstanding work. Andrews earned the Pinnacle Club Award in 2013 and the Platinum Achievement Award in 2021 in recognition of his performance at Transamerica. Later in 2015, he was honored with the Round Table Award by the Million Dollar Round Table in recognition of his great contributions to the financial service industry.

During this period, he ventured into his own businesses, where he could deeply comprehend the personalized needs and challenges other business owners face. Coupled with his finance background, where he interacted with multiple clients, he could appreciate and understand what mattered to them.

Each one had comprehensive needs that couldn’t be solved by blanket formulas offered by many financial professionals. There was a gap that needed to be filled. Therefore, he started the Wisepath Financial Group to work closely with people who needed to improve their financial situations and learn about what mattered to them.

An Individualized Approach

To J. Marshall Andrews, each person has specific personal goals and family needs. With his group, they get to know each client’s needs to be able to personalize a strategy that works for them. The process starts with learning, analyzing, and understanding the client’s needs, fears, and aspirations.  

Next, he identifies the challenges standing in their way to greatness and the steps to achieving their business goals. This phase includes analyzing their situation and how they can efficiently manage them. Then, they sit and strategize the next course of action. 

It doesn’t stop there. Andrews gives the much-needed support by regularly meeting with the client to review progress and see if everything is on track. 

Andrews’ first-hand experience in business and the years he worked in the finance industry fuel his commitment to understanding the needs of fellow business owners. He is not just a financial professional; he is a companion in the wealth journey with a mission to empower others to thrive.

J. Marshall Andrews is a Registered Representative of and offers securities through OneAmerica Securities, Inc., a Registered Investment Advisor and member of FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities and is not a broker dealer or Registered Investment Advisor. The provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Related Articles

- Advertisement -

Latest Articles

- Advertisement -