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

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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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