Private Wealth Advisory · Hunt Valley, MD
Wealth management
that actually fits your life.
Advising entrepreneurs, medical professionals, and ultra-high-net-worth families on growing wealth, protecting multigenerational legacy, and creating greater freedom to live life on their terms.
Andrew Dietz · Advisor
Partners
- Charles Schwab
- Fidelity
- BNY Pershing
- Independent Financial Partners
About Andrew
An advisor you can actually reach when it matters.
Andrew founded Advanced Wealth Solutions in Hunt Valley, Maryland with a clear belief: sophisticated clients deserve direct access to experienced counsel, not a revolving door of associates or product-driven advice. Every client relationship is led personally by Andrew, ensuring thoughtful strategy, continuity, and accountability at every stage.
For more than three decades, he has advised business owners, physicians, and multigenerational families on the decisions that define long-term success — from business exits and succession planning to wealth preservation, legacy design, and generational transfer strategies. His approach is built around clarity, discretion, and helping clients make high-stakes financial decisions with confidence.
Approach
Three things guide every relationship.
01
Clarity
Strong financial decisions start with understanding the full picture. We help organize your assets, goals, and opportunities so you can move forward with confidence and no important details overlooked.
02
Stewardship
Andrew serves as a fiduciary, meaning your best interests always come first. Every recommendation is made with care, transparency, and a long-term perspective.
03
Legacy
Thoughtful planning today can help reduce taxes, avoid unnecessary complications, and preserve more wealth for the people, family, and causes that matter most.
Expertise
A full advisory practice, built around what you actually need.
Family Office Services
One team handling investments, taxes, estate planning, and the day-to-day — so you're not juggling five different professionals.
Private Wealth Management
Portfolios built around your goals, not a benchmark. We talk about risk in terms of your life, not just numbers.
Tax Strategy
Year-round tax planning, not a once-a-year scramble. Entity structure, charitable giving, deferrals, and concentrated stock positions.
Multigenerational Legacy
Trusts, governance, and the conversations that prepare your kids and grandkids to handle what's coming to them.
Business Owner Advisory
Planning before, during, and after a sale or transition — so the wealth you spent decades building actually lasts.
Concierge Financial Planning
Cash flow, insurance, philanthropy, and the big decisions that come up along the way.
Who Andrew Works With
A small group of clients who get real attention.
Business Owners & Founders
From growing companies to founders who've just sold and need to figure out what's next.
Physicians & Surgeons
High earners who want to cut their tax bill, protect their assets, and get their time back.
Families Across Generations
Households planning how to pass wealth — and values — to their kids and grandkids.
Owners Preparing to Sell
Founders heading into a sale, recap, or succession who want a plan in place before the wire hits.
How It Works
A clear process, built for long-term relationships.
I
Discover
We start with a conversation. Andrew wants to understand what matters to you and your family.
II
Design
A blueprint that connects your investments, taxes, estate, and risk into one strategy that actually works together.
III
Implement
Andrew coordinates with your CPA, attorney, and anyone else on your team. You don't have to chase anyone down.
IV
Steward
Regular check-ins, yearly reviews, and a real person who picks up the phone when something changes.
Let's Talk
The first call is just a call.
A no-pressure conversation to see if Andrew is the right fit for what's next.