Andy Baxley (CFP®, CIMA®)
Andy Baxley focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Charitable Giving
- College/Education Planning
- Financial Psychology/Coaching
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Andy works with clients from a variety of professional backgrounds, but he is uniquely positioned to serve those who work in higher education and other large non-profit institutions. Utilizing his background as a former educator and his experience as a Wealth Management Advisor at TIAA, Andy takes pride in approaching his work with the heart of a teacher and insights gained from years of relevant experience.
Additional Information
Andy's approach to financial planning goes beyond the numbers; it's about helping the individuals and families he serves achieve clarity, confidence, and a sense of purpose around their money. Ultimately, Andy doesn’t just want his clients to feel financially secure; he wants them to feel empowered to plan with a sense of optimism and possibility.
Andy is a fee-only financial life planner based in Chicago and serving clients nationwide. He is a Certified Financial Planner® practitioner, a Certified Investment Management Analyst®, and holds a master’s in financial planning (MSFP) from Kansas State University. His firm, The Planning Center, offers comprehensive financial planning services, research-based portfolio management, tax preparation, and access to extensive expertise from a collaborative team of CFP® practitioners and tax professionals.
NAPFA Start Date
November 12, 2020
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