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Andrew K

Series 65

Davidson, NC

Aptus Financial, LLC

Andrew Kelleher is a financial advisor with Aptus Financial, LLC and holds a Series 65 designation. He has been with Aptus Financial since 2026 and has previous experience working at Summit Coffee. Aptus Financial provides flat-fee financial planning and advisory services primarily to individuals, trusts, charitable organizations, and employer-sponsored retirement plans, serving early-career professionals, medical and dental residents, and small business owners. The firm emphasizes passive, long-term asset allocation with low-cost index funds and ETFs, focusing on client education rather than discretionary portfolio management.

Cash flow / budgeting College savings (529s, UTMA, etc.) General retirement planning Debt management General estate planning guidance Founder/Business Owner Doctor or Medical Professional Young Professionals
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