At Maisch Financial Group, we're committed to helping you realize your financial goals. We'll work with you to assess your current financial situation and align it with where you want to go. Because we believe no one should feel their ideal retirement is out of reach. We believe you deserve to retire with purpose, both in life and finances.
Our team of qualified financial professionals are passionate about helping individuals and families achieve their ideal retirements. When you work with Maisch Financial Group, you are partnering with a team that values communication, collaboration and trust.
Andrew Maisch is a recognized financial educator, author and retirement income specialist. He has appeared on NBC, ABC, CBS, and FOX network affiliates, as well as Yahoo Finance, New York Business Journal, Wall Street Journal’s Market Watch, Philadelphia Business Journal, Wall Street Select, and other industry media outlets. He has helped his clients protect millions of dollars in retirement assets from unnecessary risk and market downturns.
Andrew specializes in helping middle income families take the worry out of retirement by creating predictable “pension-like” income that they cannot outlive, so his clients can retire with greater peace of mind.
As a partner with The Foundation for Financial Education, a 501(c)3 non-profit organization also known as F3E, Andrew joins other financial industry experts in contributing their time and expertise to conduct financial workshops for companies, churches, municipalities and non-profit organizations at no cost. F3E workshops are considered to be informative, entertaining and educational.
Andrew lives with his wife, Tina, and their two dogs in beautiful Mullica Hill, New Jersey. They have two adult children, Jillian and Christian, that reside in the neighboring town of Pitman. The entire family enjoys the outdoors and takes part in hobbies ranging from hiking, outdoor rideable railroads to miniature horses and miniature goats.
Tina Maisch is the Director of Operations for our team. She handles scheduling, community outreach, and marketing. Prior to joining our team in 2019, Tina worked for 30 years as an elementary teacher. Tina enjoys traveling, hiking and tending to her vegetable garden. She also has a certified therapy dog, Hazel, that she takes to schools and local libraries to assist young readers in building confidence in their reading skills.
Christian graduated from Wilmington University in the Fall of 2019 with a Bachelors Degree and serves as the Director of Client Services for our firm. Christian ensures that all new client cases are processed accordingly, working closely with our back office team to facilitate account applications and transfer of assets. He ensures that all of our clients receive superior customer service throughout this process.
Outside of our office, Christian enjoys kayaking, biking, hiking and camping.
To support you with investment management and financial planning, we’ve partnered with Triad Wealth Partners, LLC, a Registered Investment Advisor registered with the U.S. Securities and Exchange Commission (www.triadwealthpartners.com). Triad Wealth collaborates with financial advisors nationwide and specializes in investment management research and strategies, advanced planning, and back-office operations. This partnership allows us to leverage industry-leading expertise and offer greater value to our clients. Triad Wealth Partners and The Maisch Financial Group, LLC are independent of each other and maintain separate offices.
Jenny received her bachelor’s degree in business administration from the University of Phoenix. Jenny worked at an asset management firm for 15 years. There, she supported the relationship management team responsible for servicing the firm’s clients across all products and investment strategies. At its peak, the firm had $22 billion in assets. Jenny spent two years at a digital asset firm focused on cold storage custody, as well as trading bitcoin and derivatives for institutions.
Mitch earned his undergraduate degree in finance and banking from the University of Nebraska-Omaha. Mitch proudly served our country by enlisting in the Marine Corps and was later commissioned into the Army as an Infantry Officer. He has multiple combat tours as an
Infantry Platoon Leader and an Infantry Company Commander. During his military career, Mitch actively exercised his financial advising skills by working with hundreds of soldiers to help improve their financial wellbeing.
Scott received his bachelor’s degree in accounting and finance from Washburn University. He is also a licensed Certified Public Accountant (CPA). Scott began his career in corporate finance at Westar Energy focusing on debt issuances, budgeting and forecasting. He then transitioned to a financial advisor role at a fast-growing independent RIA, Carlson Financial. He later became the head of financial planning for the firm’s five offices where he set the planning strategy for the firm’s 1,000+ households.
Brent received his bachelor’s degree in economics from the University of Kansas and his MBA from the University of Missouri-Kansas City. Brent has worked in financial services for his entire career, most recently for a trust and investment management company. There, he served on the investment leadership team and oversaw the fund research team that covered all third-party managed investment products.
Sara has her Master of Law in taxation from the University of Washington in St Louis and a JD from the University of Missouri-Kansas City School of Law. She also has a bachelor’s degree from Wichita State University. Sara served as the VP of Advanced Planning at Edelman Financial Engines (EFE), an RIA with $250 billion in Assets Under Management.
We believe you deserve to retire with purpose, both in life and finances. That’s why we’ve developed and trademarked our proprietary Purposeful Retirement Roadmap™. This Five-Step Process is designed to ensure every aspect of your financial plan is addressed.
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The Foundation for Financial Education (F3E) is a 501(c)(3) nonprofit organization dedicated to providing free educational resources to the public. Founded as a result of an urgent need to eliminate financial illiteracy, F3E has helped thousands of individuals become more fiscally fit by understanding financial pitfalls that they may encounter in their everyday lives.
Learn About F3E
Americans over age 65, numbering more than 44 million, are facing stiff challenges to retire and then stay retired. In Retire Abundantly, a new book co-authored by Andrew Maisch, you will learn how to navigate the little-known mistakes and costly missteps that can derail your ideal lifestyle in retirement. Easy-to-read and free from financial jargon, Retire Abundantly was written to help you preserve your hard-earned savings, to fully enjoy retirement and pass on the legacy you’ve created.
More About the BookWe believe in charity. When you give to those in need, you say two things: first, that you're willing to help make the world a better place, and, second, that the people you're helping deserve compassion. A community is built and thrives because of those people who care enough to give their time and resources. Here are a few of the charitable organizations we support.
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Investment Advisory Services are offered through Maisch Financial Partners,LLC., a New Jersey state registered investment advisor. Insurance sales are offered through Maisch Financial Group, LLC. Our advisors and insurance reps may offer clients advice and/or products from each entity. No client is under any obligation to purchase any insurance product. No statements made shall constitute tax, legal or accounting advice. You should consult your own legal or tax professional on any such matters. *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier. Certain guides and content for publication were either co-authored or fully provided by third party marketing firms. By contacting us, you may be offered information regarding the purchase of insurance and investment products.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
