A complete list of active advisors currently associated with Andrews Wealth Management, LLC

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

Andrews Wealth Management is a fee-only advisory firm that provides portfolio management and standalone financial planning to individuals, families, and trusts, generally serving clients with net worth above $500,000. The firm manages roughly $19.5 million for about 77 clients through a two-advisor team and offers flat-fee financial plans that are updated annually. The firm uses a blend of fundamental and technical analysis to construct individualized investment policy statements and ongoing portfolio monitoring, with reviews typically conducted quarterly or semi-annually. Portfolios are tailored to each client’s goals, time horizon, and risk tolerance, and the firm may use covered-call options on dividend-paying securities for income in accounts where an options agreement is in place. A distinctive feature is the firm’s affiliation with a separate tax, accounting, and insurance practice; the firm’s principal is a certified public accountant and certified financial planner who spends a significant portion of time on those affiliated activities. The brochure discloses that clients may occasionally be offered commissionable products through the affiliated business, and it also notes a recent custodian transition—TradePMR was acquired by Robinhood Markets in 2025 but is operating as a standalone subsidiary.

To learn more about the advisors currently working at Andrews Wealth Management, 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.