Ideology Wealth Advisors, LLC

Gerald Materne is a CFP® professional with 13 years of experience, currently serving at Ideology Wealth Advisors, LLC since 2021. He has also operated Materne Wealth Strategies, LLC since 2014 and previously worked under his own name from 2000 to 2018. In addition to his advisory work, he is a licensed insurance agent in multiple states, assisting clients with life insurance, disability insurance, and annuities. Ideology Wealth Advisors, LLC provides personalized portfolio management primarily for high-income individuals such as medical doctors and dentists, as well as qualified retirement plans. The firm employs a value-oriented, long-term investment approach using both fundamental and technical analysis, managing approximately $74.5 million in assets as of the end of 2024.

Joshua Materne is a financial advisor with Ideology Wealth Advisors, LLC in Dallas, TX, holding a Series 65 credential and seven years of industry experience. He is also the owner of Materne Law, PLLC, where he advises clients on estate planning and legal matters. In addition, he manages Ideology Real Estate Fund I LLC, which focuses on single-family real estate investments. Ideology Wealth Advisors, LLC provides personalized portfolio management primarily for individual, high-income clients such as medical doctors and dentists, as well as qualified retirement plans. The firm employs a value-oriented, long-term investment approach using fundamental and technical analysis and offers discretionary management with client-specific investment policy statements.

Nicholas Moore is a financial advisor at Ideology Wealth Advisors, LLC in Dallas, TX, holding the CFP® designation with four years of industry experience. His prior work includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as experience in the hospitality industry with Legends Hospitality, Ritz-Carlton Hotel Company, and Omni Hotels. Ideology Wealth Advisors, LLC provides personalized portfolio management primarily for high-income individuals, such as medical doctors and dentists, and qualified retirement plans. The firm employs a value-oriented, long-term investment strategy incorporating fundamental and technical analysis, with portfolios tailored to client objectives and monitored regularly.