A complete list of active advisors currently associated with John McAndrew Financial Advisors LLC

Warmer can help you find a great advisor at John McAndrew Financial Advisors LLC or one who fits your needs even better.

The firm is a fee‑only registered investment adviser that provides discretionary asset management and routine financial planning to individuals and high‑net‑worth clients. The brochure also indicates the firm works with pension and profit‑sharing plans and charitable organizations, and it offers qualified‑plan consulting services for plan participants or sponsors. Portfolios are managed on a discretionary basis and tailored to each client’s goals, time horizon, and documented risk tolerance through investment policy or risk‑tolerance statements. The firm employs both fundamental and technical analysis and conducts regular account reviews—monthly under normal conditions and more frequently when market events or client circumstances warrant. Compared with many solo independent advisers, the firm’s mix of services and clients is notable: it combines traditional individual portfolio management with retirement‑plan consulting and charitable organization clients, services that a minority of peers provide. Operationally, the firm relies on a third‑party custodian (Charles Schwab), generally does not vote client proxies, and follows written procedures to safeguard client assets when advisory fees are deducted.

To learn more about the advisors currently working at John McAndrew Financial Advisors 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.