Deep experience, genuine values.
|
Everyone deserves a professional, affordable, accessible advisor.
Andy can't help everyone - but he might be able to help you. |
See what Andy's clients say:
These testimonials were provided by current Andy Millard Advisory clients and may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials.
How we can work together:
Quick Guidance
Andy is happy to meet with you virtually. You can describe your situation and get answers in a stress-free, no-pressure setting. No Charge |
One-Time Planning
Meet with Andy for 90 minutes for personalized advice and a conceptual financial plan that reflects your values. Starts at $250 |
Ongoing Essentials
After deep discovery, Andy will design and manage a portfolio you can feel good about, and he'll stick with you for the long haul. Below market pricing* |
Andy's clients get:
Direct Access
to Andy |
Earth-Friendly
Advice |
Personalized asset management
|
Next-Gen
Technology |
Low-Cost
Solution |
What are you looking for in an advisor?
The Ongoing Essentials: three crucial elements of an advisor-client relationship.
|
|
Affiliations that benefit you:
* According to Investopedia.com, The average fee for a financial advisor's services is 1.02% of assets under management (AUM) annually." Andy's fee is substantially lower than that. Feel free to ask him about it, or read Item 5 of our Form ADV for details.