Andrew Dietz
Managing Director/ Family Office Services
Andrew Dietz helps successful families turn complexity into clarity—and taxable income into after-tax wealth. With 30+ years in business strategy and asset management for individuals, trusts, and corporations, he serves as a steady, discreet guide to multigenerational planning, investment oversight, and coordinated tax strategy.
Andrew founded The Dietz Group in 1996 during his tenure at Ferris, Baker Watts, Inc. A graduate of Loyola College (B.S., Finance), he has previously served as an Options Principal. He’s also been a daily financial commentator on WBAL and host of “The Money Show” on WJFK.
Families and family offices work with Andrew for three things:
- Minimize Taxes
- Risk Adjusted Returns
- Legacy and Family Protection
My approach is simple: start with taxes, speak in plain English, and build a plan that outlives market cycles—and us. If your family’s wealth has reached the stage where coordination matters as much as returns, let’s talk about a structure that delivers better after-tax outcomes with fewer moving parts.