A complete list of active advisors currently associated with Andersen Wealth Management
Warmer can help you find a great advisor at Andersen Wealth Management or one who fits your needs even better.
Andersen Wealth Management serves individual clients, including both retail and high‑net‑worth households, offering discretionary asset management, investment consulting and referrals to third‑party money managers, along with standalone Social Security planning. The firm reports about $95.3 million in discretionary assets under management across roughly 691 client relationships. Portfolios are constructed from individual stocks, bonds, mutual funds and ETFs and are continuously monitored and rebalanced as needed; the firm uses industry subscription services for market signals and may engage independent third‑party managers on a legacy basis. Andersen conducts at least annual reviews with clients, generally manages accounts on a discretionary basis, and typically limits client‑imposed investment restrictions. Notable distinctions include the firm’s regular educational seminars and workshops offered to the community and local colleges and representatives who are licensed insurance agents and may offer annuities and life insurance—which the brochure discloses can create potential conflicts of interest. The firm’s client load (about 170 clients per advisor) is higher than many peer teams, and it discloses an institutional custodial and platform relationship with Axos as well as legacy use of a previously recommended third‑party platform.
To learn more about the advisors currently working at Andersen Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Easton, MD
| 15
| |
Easton, MD
| 2
| |
Easton, MD
| 4
| |
Easton, MD
| 13
|
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