A complete list of active advisors currently associated with Andover Advisory Group

Warmer can help you find a great advisor at Andover Advisory Group or one who fits your needs even better.

Andover Advisory Group provides comprehensive financial planning, tax preparation, and investor education to individual and high‑net‑worth clients. The firm delivers written financial plans and supplemental materials rather than acting as a custodian or trading manager for client accounts. The firm’s advice framework emphasizes asset allocation consistent with Modern Portfolio Theory and a risk‑assessment process, but it does not recommend specific securities or execute trades on client accounts. Clients receive a one‑time written plan upon completion and must engage separately if they want ongoing implementation or review services. The brochure discloses that the firm’s registered representative relationship with a broker‑dealer (Cambridge Investment Research) and its insurance licensing create potential conflicts because supervised persons may receive commissions on securities and insurance sales; the firm states clients may purchase recommended products elsewhere. Andover also distributes client newsletters and operates a weekly live‑streamed radio/podcast for outreach, and it explicitly does not maintain discretionary client accounts or charge percentage‑of‑assets advisory fees.

To learn more about the advisors currently working at Andover Advisory Group, 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
Jeffrey Shank	North Andover, MA	44

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