Professional experience, Democratic values.
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A personalized service that could only spring from experience like Andy's.
Andy started at the bottom, built a successful firm, and sold it to run for Congress. Now he's helping others who want to build a better world.
This is no faceless mega-firm. With Andy, you get direct access to a battle-tested confidante, a steward who will manage your assets as if they were his own. |
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 |
Next-Gen Tech
Platform |
Low-Cost
Solution |
What are you looking for in an advisor?
The Ongoing Essentials: three crucial elements of an advisor-client relationship.
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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.