A complete list of active advisors currently associated with Andrews Advisory Associates, LLC

Warmer can help you find a great advisor at Andrews Advisory Associates, LLC or one who fits your needs even better.

Andrews Advisory Associates serves individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans, trusts, estates, charitable organizations and business entities, offering discretionary and grandfathered non‑discretionary investment management, a qualified retirement plan platform with participant options, and limited financial planning services. Financial planning and hourly planning are generally provided to existing investment clients, their family members, or employees rather than to the public at large. The firm follows a "Keep It Simple" philosophy emphasizing diversified asset allocation, dollar‑cost averaging, periodic rebalancing, and in‑house construction of portfolios using low‑cost passive ETFs and mutual funds to minimize layered fees. Alongside its passive, tax‑aware asset‑allocation models, the firm also offers a focused "Dividend Boosters" discipline — an individual‑stock strategy of roughly 25 U.S. companies with histories of increasing dividends — typically applied to larger, more established portfolios. Noteworthy distinctions include a retirement plan platform that can serve as an ERISA Section 3(38) discretionary fiduciary with no minimum plan size and separate participant recordkeeping options, and the firm’s operational model as a fee‑only adviser that requires clients to custody assets with its selected custodian rather than permitting custodian choice. The practice also maintains a meaningful split of assets managed on discretionary and grandfathered non‑discretionary bases, which can affect how clients implement advice and conduct reviews.

To learn more about the advisors currently working at Andrews Advisory Associates, LLC, 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.