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Joshua A

CFP®, Series 66

Maitland, FL

Thistle Wealth Management, LLC

Joshua Andrews is a CFP® with nine years of industry experience. He is currently the sole advisor at Thistle Wealth Management, LLC and has previously worked at firms including Resource Consulting Group, Hightower Advisors, and 55 North Private Wealth. Thistle Wealth Management provides investment management and financial planning services to pooled investment vehicles, institutional and governmental entities, and high-net-worth individuals. The firm employs a strategic asset allocation approach based on modern portfolio theory, utilizing both passive and active investment vehicles, and offers flexible billing arrangements including hourly project-based planning.

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