CoverProfile

Andrew Grace

Co-Founder, Partner, Financial Advisor

Capital View Wealth Management

United States, Pennsylvania, Lemoyne

About Me

Andrew Grace is the co-founder of Capital View Wealth Management where he brings a unique approach to the investment advisory business. Andrew demonstrates the ability to arrive at an appreciation of each client's unique needs and concerns, which he integrates into the strategies of the financial planning process. Andrew loves the practice of financial planning as he finds personal satisfaction in helping people work towards their financial planning goals, making their lives easier to manage and enabling clients to do more of what is important to them. With 20 years of experience as a financial advisor, Andrew has honed his skill in effectively communicating complex concepts in a clear an

View more

Profile Information

Co-Founder, Partner, Financial Advisor

Capital View Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lemoyne

Pennsylvania

United States

Aug 12, 2025

Work Experience

Capital View Wealth Management

Co-Founder, Partner, Financial Advisor
Mar 2012 - Present
Email: andy.grace@capitalviewwealth.com

Cambridge Investment Research, Inc.

Financial Advisor
Jan 2009 - Present
Email: andy.grace@capitalviewwealth.com

More profiles to browse

SO
Samuel O'Brien
Founder and Chief Investment Officer
Profile Photo
Dennis Browne
Co-Founder, Branch Manager, Owner, Partner/Financial Advisor

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners