My story

​I followed in my parents' footsteps and started out as a public school classroom teacher, later becoming a principal. At age 37 I made the switch to financial planning, growing a successful practice which I sold in 2016 to run for Congress. That campaign, though unsuccessful, renewed my commitment to helping others put their Democratic values to work in their own lives.

As a new firm, Andy Millard Advisory leverages the ever-evolving landscape of socially-responsible investment options, giving clients the opportunity to express their ideals through their portfolio. What's more, the latest financial technology allows us to streamline the client experience while managing multiple portfolios efficiently, freeing me up to use my extensive experience to help clients make smart decisions and grow their assets.

​I've seen a lot over the years, but what I'm really excited about is how—working together—we might use these new tools for your benefit while building a better world for future generations.

Andy Millard, CFP®

Molded in Public Schools
​Followed parents' and brother's example and started out as a teacher.
Best Family Ever
Awesome son, amazing wife, endlessly entertaining dog.
Committed Democrat
U.S. House nominee in 2016; currently serving as county party chair.
Wannabe Cowboy
A sucker for horses, cowboys, Montana, and the open range.
Community Involvement
Volunteer leader in local community and civic organizations.
Run Baby Run
Love most kinds of exercise, especially if it can be done at Walt Disney World.

One proud Democrat helping similarly minded folks make a difference with their money.

ESG Investing:
A way to put your money where your values are.

ESG investing typically assesses the factors listed below. It allows you to invest in funds that consider environmental, social, and governance issues. You may hear the term used interchangeably with "socially responsible investing (SRI)" and "sustainable investing."
Environmental
Conservation & protection of the natural environment​
  • Air emissions & air quality
  • Energy use & conservation
  • Natural resources & land use
  • Waste management & water quality
  • Hazardous materials use
Social
Relationships with employees, suppliers, clients & communities
  • Labor & employee relations
  • Production quality & safety
  • Local community impact
  • Equal employment opportunities
  • Health care, education, & housing services
Governance
Standards for company leadership, risk control & shareholder rights
  • Ethical business practices
  • Board independence & diversity
  • Voting rights
  • Executive pay vs. employee pay
  • Account & tax transparency
Source: investor.vanguard.com/investing/esg/
Even though ESG investing is a relatively new strategy, hundreds of mutual funds and exchange-traded funds (ETFs) utilize its principles to some extent or other. Like all strategies, there are some limitations and special considerations, which Andy will be glad to discuss with you. Depending on your specific situation, you might want to explore the possibility of incorporating ESG investing into your investment portfolio. 
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Want to Learn More?
If you're interested in talking with Andy, he's interested in talking with you. Just click the button to schedule a 30-minute, no-cost, stress-free conversation by phone or Zoom.
Andy Millard Advisor, LLC is a Registered Investment Advisor registered in North Carolina. Click here to view our Form ADV Part 2. Click here to view our Code of Ethics.
Disclosures:
Andy Millard Advisor, LLC ("AMA") is a Registered Investment Advisor registered in North Carolina. AMA transacts business only in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by the state or the SEC nor does it indicate that the advisor has attained a particular level of skill or ability. No content should be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.  AMA does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will predict future results, successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. Investments are subject to market risks and potential loss of principal invested, and all investment strategies likewise have the potential for profit or loss. Past performance is no guarantee of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's portfolio. There are also no assurances that any portfolio will match or outperform any particular benchmark.
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