Andrew Ellis (CFA, CFP®, CPA)

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

  • College/Education Planning
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Investors and families share their hopes, dreams and plans with me. It is an honor and a privilege to help make improvements and suggestions coming from a place of experience, integrity, objectivity and understanding.

Currently accepting corporate clients and high net worth individuals.

Minimum planning fee is $1,500.

Additional Information

Investors and families share their hopes, dreams and plans with me. It is an honor and a privilege to help make improvements and suggestions coming from a place of experience, integrity, objectivity and understanding.

Currently accepting corporate clients and high net worth individuals.

Minimum planning fee is $1,500.

NAPFA Start Date

November 16, 2015

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