65 Madison Avenue,
With over 35 years of combined professional experience in the financial industry, our team at Newman Wealth Management Advisors is prepared to handle your unique needs. As a family business, we are a team dedicated to you, working closely together to create strategies designed to promote lasting change in your lives. We go beyond business—we care about your life, your dreams and your happiness.
The strategies we develop together are designed to help you live your life in the way you envision it. Our fiduciary responsibility is to act in your best interest and provide you with objective advice. We keep you at the center of our priorities, knowing that your money and your happiness are often closely intertwined. We utilize all of our tools and resources to help your money work for you, openly sharing our knowledge throughout the process. And we can recommend outside professionals, such as estate attorneys and CPAs, to handle legal and financial issues that may fall outside of our expertise.
Managing Director | Executive Financial Advisor
Joseph S. Newman is the Managing Director at Newman Wealth Management Advisors. As a financial professional with over 35 years of experience in the industry, Joe specializes in building and managing portfolios. He offers invaluable...
Vice President | Financial Advisor
Andrew Newman is Vice President at Newman Wealth Management Advisors. Specializing in analyzing and customizing portfolios, Andrew carefully integrates clients’ goals, objectives, time horizons, risk levels and liquidity needs...
Senior Client Service Coordinator
As Senior Client Service Coordinator for Newman Wealth Management Advisors, Lisa Blount manages day-to-day operations to support clients. With over 30 years of experience in the financial industry, Lisa works to provide a smooth client...