A complete list of active advisors currently associated with Andante Financial

Warmer can help you find a great advisor at Andante Financial or one who fits your needs even better.

Andante Financial is a small, independent registered investment adviser managing roughly $18.8 million for about 21 clients and operated by a single advisor. The firm serves individual and some high-net-worth clients as well as employer pension and profit‑sharing plans, offering discretionary investment management, ongoing financial planning, and retirement plan management. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and passive investment management to establish individualized asset-allocation targets and manage portfolios on a discretionary basis. Financial planning is offered as an ongoing, collaborative service, and the firm can also manage held-away accounts via a third‑party platform (Pontera) while explicitly not accepting client login credentials. Distinctive aspects include its provision of retirement plan services to plan sponsors — acting as an ERISA investment manager (section 3(38)) and offering pension consulting and participant education — which is relatively uncommon for solo independent advisers. The firm also conducts educational seminars and workshops (sometimes provided pro‑bono) and defines a specific scope for plan work by excluding certain asset types (e.g., employer securities, non‑public or illiquid assets).

To learn more about the advisors currently working at Andante Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.