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About Us

At MWA Advisors, our diverse backgrounds add unique value to our ability to serve our clients well. Having spent a large portion of our careers working in financial positions with Big Four accounting firms and Fortune 500 corporations, we have a deep understanding of the inner workings of the types of companies in which we invest, as well as the need to effectively plan for retirement and leverage available employee benefits to the fullest.

After leaving the corporate world, we entered the financial services profession through a traditional brokerage path, but we both quickly realized that product-driven advice and commission-based compensation did not meet our core values. Therefore, we (Dan Martucci and Christine Walker) founded MWA Advisors as a fee-only investment advisory firm to provide our clients with independent advice and to serve as their financial advocates and trusted advisors.

We're also highly committed to giving back to the community—a value that is demonstrated through our ongoing involvement in community education programs designed to provide no-cost financial guidance and knowledge to members of our local community.

We take great pride in the value we provide and the client trust we've earned through our dedication to service. As fee-only financial advisors and members of NAPFA, the National Association of Personal Financial Advisors, we do not sell products, accept commissions, or accept or pay referral fees. As a result, you can be assured that we are always acting in your best interests based on your personal financial goals. We believe this is what sets us apart from most traditional advisors—and why nearly all of our new clients come to us as personal referrals.
 
See Our Team page for more information about Dan and Christine's education, experience and credentials.


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