Andrew is an Investment Advisor and Certified Public Accountant. His passion is helping clients become financially independent and working with high-net-worth clients to manage their financial legacy. We use low cost Exchange Traded Funds (ETFS), individual stocks and mutual funds to structure evidence based, globally diversified investment portfolios. Our objective is to provide exceptional service at an exceptional value. In addition to managing investments, we also create financial plans for clients (a road map to financial independence), provide Federal/State income tax and estate planning, confirm a client has adequate insurance coverage (life, disability, health, long term care, umb