
Andrew M. Costa
Andrew M. Costa is the managing director and co-founder of Global Wealth Management in Fort Lauderdale, Florida, ranked the No. 1 financial advisory firm in Southeast Florida by USA TODAY's 2025 Best Financial Advisory Firms (see notes below). He focuses on creating comprehensive retirement strategies.
Andrew is co-host of Retire Now Florida on NBC, CBS, ABC and FOX and has been quoted in The Wall Street Journal. He is also co-author of Retirement, Simplified (request a free copy of the book by emailing info@askglobalwealth.com).
Under his leadership, Global Wealth Management was named among South Florida's Top 50 Fastest-Growing Companies in 2024 and 2025 (see notes below) and earned Great Place to Work® certification in 2025 (see notes below).
Phone: 954-533-7144 | Website: www.askglobalwealth.com
Investment advisory services offered through Global Wealth Management Investment Advisory, Inc. Insurance services offered separately through Global Wealth Retirement Planning, LLC. Global Wealth Management and Global Wealth Retirement Planning are separate but affiliated entities. Retire Now Florida is a paid placement.
Notes: On April 23, 2025, Global Wealth Management was selected for the Best Financial Advisory Firms 2025 list by USA TODAY and Statista Inc. No compensation was provided to USA TODAY or Statista Inc., to obtain inclusion on the list, but there is a licensing fee to utilize USA TODAY's and Statista Inc. logos in marketing materials. Criteria may not be directly related to the quality of investment advice provided. More information here.
The Great Place to Work® Certification is awarded based on employee feedback and workplace culture evaluations conducted by Great Place to Work®, an independent certification organization. Global Wealth Management received this certification for the period of January 2025 to January 2026. This recognition is not indicative of client satisfaction or future investment outcomes.
On August 22, 2024, Global Wealth Management was recognized as a Fastest-Growing Company by South Florida Business Journal. This award recognizes companies based on revenue figures, not performance, and is based on revenue data for the fiscal years 2021, 2022, and 2023. The rating was created and tabulated by Cohn Reznick, an independent accounting firm. Global Wealth Management did not pay to participate in the rating process but did pay for marketing rights for the recognition. More information here.
Latest articles by Andrew M. Costa
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How to Use Your RMD to Create a Tax-Free Inheritance for Your Heirs
retirement These folks are managing quite well, thank you very much, with their Social Security benefits plus a pension and/or some other investment income.
By Andrew M. Costa
retirement -

Don’t Let Market Volatility Wreck Your Retirement Portfolio
Markets How much risk are you willing to take? A close look at your investments could reveal you’re risking a lot more than you think.
By Andrew M. Costa
Markets -

To Be Ready for a Bear Market, Start With a Portfolio Analysis
investing The time to check your risk tolerance level is well before a bear starts poking its nose into Wall Street's business.
By Andrew M. Costa
investing -

Beware the Hidden Costs of Mutual Funds
investing The fees you may not even know you're paying can be hazardous to your investment health.
By Andrew M. Costa
investing
