Fed up with the cookie cutter advice he believed was being given to families, Andrew created Encore Wealth Partners to break the mold. Too often he has seen a client come to a financial advisor asking them to create a plan for that client to retire, but too often that “plan” is simply an investment strategy used for many clients. Seeing this problem. Andrew decided to open a practice that listens to, and creates a plan based upon each household’s goals and timeline to meet these goals.

While concentrating in Finance and Marketing at Purdue University’s Krannert School of Management, Andrew took on an internship at Wachovia Securities. Here he found how so many people save for retirement without any plan except to save money into retirement and investment accounts. He instantly developed a desire to help get people to their goals by helping them understand what they need to do to get there.

In 2012, Andrew decided to get licensed for both financial advising as well as insurance, so that he could help build a comprehensive plan for those who reached out to him. He has worked as a licensed advisor worked both inside an insurance company’s local office as well as for an independent investment advisory firm. Through his experiences he found that too often that clients around the country were invested in similar products by grouping them into a preset model based upon age, asset values, and risk tolerance. While each of these factors are important, and can achieve clients’ goals, they many times miss much of the picture, especially for business owners and high net worth households.

In 2018 Andrew decided to start Encore Wealth Partners by partnering with a large group of independent broker dealers and registered investment advisors through Advisor Group. Here his firm specializes in complex planning strategies, while keeping it straightforward for the clients. His main expertise is in helping business owners and higher net worth households to save more by lowering their taxes today and in the future.

Encore Wealth Partners evaluates and looks to maximize company retirement plans such as 401(k) and defined benefit plans. Many times the plans are designed with employee retention and ignore the owner’s ability to possibly tax defer thousands more than they are currently saving.

Outside of his firm, Andrew resides North of San Diego in Carlsbad, California. His wife, Rachel, does the hardest work though, staying at home with is 7 year old son Owen, and 2 year old daughter, Reagan.