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Andrew C

CFP®, Series 63, Series 65

Nolensville, TN

Alongside Wealth Advisors, LLC

Andrew Clement is a CFP® certificant with seven years of industry experience. He is a managing member and Chief Compliance Officer at Alongside Wealth Advisors, LLC, where he has worked since 2022. He previously held positions at Ronald Blue & Company and other firms. Clement is also a licensed Certified Public Accountant since 2011, though he does not provide accounting or tax services as part of his advisory role. Alongside Wealth Advisors offers discretionary portfolio management, financial planning, and qualified plan consulting for individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses tailored investment management strategies, including direct indexing and securities-backed lines of credit, and integrates AI tools in its operations.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive
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Christopher L

CFP®, Series 65

Nolensville, TN

Alongside Wealth Advisors, LLC

Christopher Lim is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Alongside Wealth Advisors, LLC and previously worked at Ronald Blue Trust and Ronald Blue & Co. from 2015 to 2024. Alongside Wealth Advisors, LLC provides personalized financial planning, discretionary portfolio management, and qualified retirement-plan consulting to individuals, trusts, estates, and small businesses. The firm uses tailored asset allocation strategies and offers services ranging from business planning to ERISA-related plan advice.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive
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