Andrews Wealth

We provide comprehensive financial planning and disciplined investment management, including retirement income planning, tax-efficient strategies, estate and legacy planning, risk management, and portfolio oversight.

Yes. As fiduciaries within advisory fee-based relationships, we are legally and ethically obligated to put your best interests first—always.

We offer more than financial advice—we strive to create long-term partnerships with deep client relationships and a truly individualized approach.

We work extensively with Aerospace & Defense Employees, physicians, retirees, younger families, business owners, and nonprofits, tailoring strategies to each client’s background and goals.

Your first meeting is a thoughtful conversation—not a sales pitch. We’ll get to know you, your current financial picture, and your goals, then explain how we can help and outline next steps.

We are best fit for households with $500,000+ in investable assets, though fit matters more than a number. We’d love to have a conversation with you regardless of your current asset level.

Our fees are transparent and based on the complexity of your financial situation, the services we provide, and the assets we manage. We clearly explain any costs before you decide to work with us.

Yes. We often work alongside your tax advisor, estate attorney, or other professionals to ensure your financial life is aligned and well-coordinated.