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Andrew Murphy Windham

Advisor at Wealthcare Advisory Partners LLC — Acworth, GA

Updated today

Credentials

Series 65

Experience

10 years

Location

Acworth, GA 30101

Wealthcare Advisory Partners LLC logo

Wealthcare Advisory Partners LLC

Multi-team

Total advisors

169

Across 86 offices

Clients per advisor

63 Typical

Avg AUM per client

$719,205 Typical

HNW client ratio

20% Typical

About

Andrew Windham is a financial advisor at Wealthcare Advisory Partners LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Wealthcare Advisory Partners since 2019. In addition to his advisory role, Windham owns and operates the College Planning Institute, providing consulting services to college-bound students and families, and is also involved with the Georgia Prep Sports Network as director of broadcasting. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework, utilizing proprietary tools and offering access to a broad range of investment options including alternatives and private placements.

Client services

Based on Wealthcare Advisory Partners LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Wealthcare Advisory Partners LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Wealthcare Advisory Partners LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees based on expected effort and duration for financial planning engagements.

Percentage

up to 1.85% annually (negotiable)

Commissions

Certain Advisory Persons receive commissions for securities and insurance sales in their separate capacity; these commissions are separate from WCAP advisory fees.

Project-based

$150 to $400 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees range from $150 to $400 per hour; fixed fees based on expected effort and duration; ongoing fees up to $15,000 invoiced quarterly in advance; ongoing asset-based consulting fees up to 1% of assets consulted on, paid quarterly in advance.

Location

See office

Acworth, GA

3950 Cobb Parkway, Suite 1004

Acworth GA 30101

Advisors at this office

1

Most active in

Georgia

Work history

10 years of industry experience

Wealthcare Advisory Partners, LLC dba Windbrook Solutions

2019 - Present • 7 years

Acworth, GA

Retirement Wealth Advisors

2016 - 2019 • 3 years

Acworth, GA

College Planning Institute

2010 - Present • 16 years

Acworth, GA

Georgia Prep Sports Network

2007 - Present • 19 years

Acworth, GA

Windbrook Solutions

2002 - Present • 24 years

Acworth, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Jonathan B

Series 63, Series 66

Marietta, GA

Sentara Capital

My why in life...I exist to encourage and inspire the lives of others through the Art of Generosity. As a Financial Advisor at Sentara Capital, I partner with affluent families, business owners, professionals, and retirees to navigate complex financial decisions with clarity and confidence. My focus is helping clients make the transition from accumulation to distribution — and then moving intentionally toward maximizing their legacy and generosity. What sets our approach apart is the combination of active portfolio management using individual stocks and ETFs, paired with proactive tax planning strategies that keep more of what you've built working for you. After 17+ years in financial services — including roles at Wells Fargo, Truist, and Regions Bank — I made the move to the independent RIA space to operate as a true fiduciary. No quotas. No activity metrics. Just quality relationships and creative solutions built around what matters most to you. I graduated from Liberty University with a degree in Business Finance. Beyond client work, I'm passionate about the adoption community. My wife Christina and I live in Woodstock, Georgia with our 11 children. When I'm not in the office, you'll find me running, watching football, or trying not to pull a hammy playing Ultimate Frisbee with F3. (Any guesses why my F3 nickname is Myrtle? 🐢) Sentara Capital serves individual clients, pension and profit-sharing plans, and other business clients by providing comprehensive financial planning, investment consultation, and portfolio management. The firm utilizes six primary investment models combining core allocations with tactical and quantitative strategies, and it regularly offers educational workshops on financial topics.

Active portfolio management General tax planning Retirement income strategy Roth conversion strategy Long-term care insurance Approaching retirement Retired
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Charles S

CFP®, Series 66

Atlanta, GA

Steele Financial Studios

Charles Steele is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. He has worked at Kestra Advisory, Kestra Investment Services, and Cambridge Investment Research prior to founding Steele Advisory LLC. Steele is also a licensed insurance agent, spending a limited amount of time on insurance sales and implementation. Steele Financial Studios provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, businesses, and plan sponsors. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating low-cost mutual funds, ETFs, individual securities, and unaffiliated independent managers, with a notable focus on pension and retirement plan consulting.

Wealth management
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Jason A

Series 63, Series 65

Smyrna, GA

Opportunity Investment Group, LLC

Jason Adams is a financial advisor at Opportunity Investment Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley Smith Barney, Carnivore Trading, and JPMorgan Chase Bank. Opportunity Investment Group is an independent registered investment adviser serving high-net-worth individuals, trusts, estates, and certain business clients. The firm combines fundamental and technical analysis to create customized portfolios and manages approximately $38.5 million across 50 client accounts.

Active portfolio management Concentrated stock management
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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Alex Foster is the sole advisor at AF Capital Management, LLC in Marietta, GA, holding a Series 65 credential with 16 years of industry experience. He has managed AF Capital Management since 2009 and also publishes a personal options trading blog at MyTradersJournal.com. AF Capital Management provides investment supervisory services, financial planning, and retirement-plan advisory to individuals, trusts, and business entities. The firm offers a range of account management plans from passive to actively managed strategies, incorporating fundamental, technical, and cyclical analysis, with portfolios that may include stocks, bonds, ETFs, margin positions, and various options strategies.

Options & derivatives strategies Passive / index investing Active portfolio management
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Lamont S

Series 66

Kennesaw, GA

Schumpert Investments, LLC

Lamont Schumpert is a financial advisor at Schumpert Investments, LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Stibo Systems. In addition to his advisory role, he is a licensed insurance agent, dedicating part of his time to independent insurance product recommendations and sales. Schumpert Investments provides financial planning and discretionary investment management to individuals, high-net-worth clients, corporations, and businesses. The firm integrates financial planning into its investment approach, using fundamental analysis to build diversified portfolios and managing accounts on a discretionary basis.

Wealth management General retirement planning Income planning Long-term care insurance Self-Employed
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Herbert M

Series 63, Series 65

Marietta, GA

DPM Wealth Management, Inc.

Herbert Miller is the principal of DPM Wealth Management, Inc. in Marietta, GA, with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has operated his advisory firm since 1997. In addition to his advisory role, Miller owns a CPA tax practice and a management consulting firm, each unrelated to investment services. DPM Wealth Management provides discretionary portfolio management and asset allocation for a limited number of individual and institutional clients. The firm employs both fundamental and technical analysis with an active trading approach, managing accounts on a discretionary basis and emphasizing model-level monitoring and rebalancing.

Active portfolio management
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