Andrew Stange (CFP®)

Andrew Stange focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

• Retirement • Debt and Cash Flow • Estate Planning • Business Organization • Social Security • Tax Strategies • Asset Protection • Business Succession • 401(k)/IRA Rollovers • Education Funding • Foundation and Endowment • Compensation and Benefits • Executive Benefits • Banking and Credit Management • Charitable Giving • Corporate Retirement Plans

Additional Information

Being part of a fee only firm allows Andrew and his colleagues to do what is best for their clients. He strives to follow six core values: Organization, Accountability, Objectivity, Proactivity, Education, and Partnership. He aims to make sure that his clients have a financial peace of mind with the help of a solid financial plan and investment options that match the client's needs and goals.

NAPFA Start Date

October 03, 2022


This Office

2701 N Thanksgiving Way #100 Lehi, UT 84043 Phone: (480) 739-2110

Other Offices

1 N. Macdonald Suite 201 Mesa , AZ 85201 Phone: (480) 739-2110