Newtown, PA University Drive Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Andrew Garrett, Inc.
Team
Firm-wide stats for Andrew Garrett, Inc.
About
Andrew Garrett, Inc. serves a broad mix of clients — including retail individuals, high‑net‑worth clients, retirement plans, trusts and corporations — offering discretionary and non‑discretionary portfolio management, financial planning, and retirement‑rollover guidance. The firm delivers advisory services through multiple sponsored programs and platforms (managed accounts, sub‑adviser selection, and a wrap‑fee program) and also facilitates access to insurance products when appropriate.
Advisers tailor recommendations to each client’s suitability profile, risk tolerance and time horizon, using a mix of fundamental and technical analysis and strategies that range from long‑term investing to shorter‑term trading and options where suitable. AGI implements portfolios across several custodians and program types (ETF/model portfolios, UMAs, private managed solutions), conducts periodic reviews and rebalancing, and can accommodate ESG‑oriented investment profiles on eligible platforms.
What is distinctive about AGI compared with many team‑style firms is its dual role as both a registered investment adviser and an active broker‑dealer on a fully disclosed basis; many of its advisers are dually registered and also sell insurance on a commission basis, which the firm discloses as a potential conflict of interest. The firm also sponsors/participates in wrap‑fee programs and operates from multiple offices with multi‑custodian program access — features that are less common among comparable advisory teams.
Based on Andrew Garrett, Inc.
Expertise
Based on Andrew Garrett, Inc.
Location
41 University Drive, Suite 400
Newtown PA 18940
Advisors at this office
4
Advisors at this office
Patrick H
CFP®, Series 63, Series 65
Newtown, PA
Andrew Garrett Inc.
Patrick Hehir is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Andrew Garrett, Inc. since 2007. He is also involved in selling health insurance through Princeton Financial. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients, employing a multi-platform investment approach with discretionary and non-discretionary management across various asset classes and advisory programs.
Kurt F
Series 63, Series 65
Newtown, PA
Andrew Garrett Inc.
Kurt Folcher is a financial advisor at Andrew Garrett, Inc. with 36 years of industry experience. He has been with Andrew Garrett, Inc. since 2007. Andrew Garrett, Inc. serves a diverse client base including retail individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a variety of investment strategies and platforms tailored to client suitability, risk tolerance, and time horizon.
Joseph B
Series 63, Series 65
Newtown, PA
Andrew Garrett Inc.
Joseph Betti is a financial advisor with Andrew Garrett, Inc. in Newtown, PA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Sw Bach & Company since 2005. Betti is also involved with Princeton Financial as a separate business activity. Andrew Garrett, Inc. manages portfolios for individuals, high net worth clients, retirement plans, and corporate clients through discretionary and non-discretionary management, financial planning, and retirement-rollover advice. The firm employs a multi-platform investment model with various program sponsors and offers customized portfolio strategies including ESG-focused options.
Brian K
Series 63, Series 65
Newtown, PA
Andrew Garrett Inc.
Brian Kuhns is a financial advisor with Andrew Garrett, Inc. in Newtown, PA, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has been with Andrew Garrett since 2007 and previously worked at S.W. Bach & Company. Outside of his advisory role, Kuhns serves as a head wrestling coach at Penridge High School and as an assistant football coach and defensive coordinator at Penridge South Middle School. Andrew Garrett, Inc. serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-rollover guidance, utilizing a range of investment strategies tailored to client suitability and risk tolerance.
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