Andy Baxley (CFP®, CIMA®)

Andy Baxley focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Who I am… …husband, dog dad to Allan the Bernedoodle, avid reader, bike rider, lifelong learner. What I do… …blend technical expertise with empathy and deep listening to deliver an effective, meaningful, and enjoyable financial planning experience for my clients. Why I do it… …because I believe a carefully crafted and well-executed financial plan has the potential to change lives for generations to come.

NAPFA Start Date

November 12, 2020


This Office

303 W Erie St Ste 311 Chicago, IL 60654-3973 Phone: (312) 664-4090