Dan Andrews

Dan Andrews focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Investment Advice with Ongoing Management

Planning Specialties

I enjoy guiding and encouraging millennials through their financial 'adulting' responsibilities. My behavioral-finance style focuses on helping individuals in the Well-Rounded Success community define his/her own definition of success, make good decisions, and to also be philanthropic while along their journeys.

A millennial helping millennials with Proactive Adulting responsibilities. I'm a fee-only CERTIFIED FINANCIAL PLANNER™ who acts as a fiduciary - meaning I put my client's interests before my own. 

Additional Information


XY Planning Network

Financial Planning Association

National Association of Personal Financial Advisors

Fee-Only Network

YoungPro Elite

Social Venture Partners

NAPFA Start Date

March 14, 2016


This Office

1001 E Harmony Rd Unit A #25 Fort Collins, CO 80525-8888 Phone: (720) 507-9203