Andrew Marchionni is a Principal, Wealth Strategist with more than a decade of experience helping individuals and families navigate the complexities of building, managing, and preserving wealth. As a CERTIFIED FINANCIAL PLANNER™ professional, Andrew brings a comprehensive perspective to helping clients make thoughtful financial decisions and develop strategies designed to support both their lives today and the generations that follow.

Andrew takes a deeply personal approach to wealth management, working closely with clients to understand not only their financial goals, but also the people, priorities, and values that shape the decisions they make. His experience spans investment management, retirement planning, tax-aware strategies, estate planning considerations, and multigenerational wealth decisions, allowing him to help clients bring greater clarity and coordination to their financial lives.

Prior to joining Main Street Research, Andrew served as a Financial Consultant in Wealth Management at Fidelity Investments, where he built and grew a successful wealth management practice serving individuals and families with increasingly complex financial needs. Throughout his tenure, he developed deep client relationships and advised clients across a practice representing more than $1 billion in assets under administration, helping families navigate important investment and planning decisions through different stages of their lives. Earlier in his career, Andrew gained valuable experience at other Wall Street firms which provided him with a broad perspective on wealth management and the financial services industry and helped shape his understanding of the evolving needs of investors and families.

Andrew earned his Bachelor of Science in Economics and Finance from the University at Albany. He completed his financial planning education through New York University. He resides in Westchester County with his wife and their son. Outside of the office, he values time spent with family and enjoys summers along the beaches of Long Island, discovering great food, and playing a round of golf whenever the opportunity arises.