Andrew M. Richardson CFP®, CIMA®

Wealth Advisor

As a Wealth Advisor, Andrew delivers integrated wealth management strategies to help clients achieve their goals. Andrew is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Investment Management Analyst.  In addition to his advisory duties, Andrew is involved in portfolio management and trading, investment due diligence, and firm operations.

Andrew started his career in a management training program at Boston Private before moving to California to join the firm’s Private Wealth Management Group in Beverly Hills. There, Andrew worked closely with Senior Leadership to develop comprehensive financial plans for high net worth individuals and their families. Subsequently, Andrew was invited to join Dimensional Fund Advisors in Santa Monica, CA. 

Andrew earned his B.A. in Organizational Management and Business from Gettysburg College, where he competed on the Men’s Lacrosse Team. In his free time, Andrew enjoys golf, skiing and spending time with friends and family.