A Andrew Marwede

A. Andrew Marwede is a Partner at Forum Financial Management, LP, based in Lake Forest, Illinois. In this capacity, he provides tailored financial advice primarily to business owners and retirees, focusing on comprehensive wealth management, retirement planning, and long-term investment strategies. His work centers on guiding clients through asset allocation, tax-efficient investing, and holistic financial planning.

Marwede has over two decades of experience in the financial services industry, having previously served as President of Serious Stewardship LLC and Vice President at Credit Suisse. His expertise spans multi-asset portfolio construction, fiduciary advisory, and the unique challenges faced by entrepreneurs and high-net-worth individuals. His specialization lies predominantly in client-centric financial planning, with a broad reach across public equities, fixed income, and private wealth solutions.

He holds a Master of Management from the Kellogg School of Management (Northwestern University) and a Bachelor of Arts in Political Science from Yale University. Throughout his career, Marwede has been recognized for his holistic approach to wealth management and his commitment to aligning investment strategies with clients’ core values and long-term financial goals.