Andy Baxley, CFP^®

My approach to financial planning goes beyond the numbers; it's about helping the individuals and families I serve achieve clarity, confidence, and a sense of purpose around their money. Ultimately, I don’t just want my clients to feel financially secure; I want them to feel empowered to plan with a sense of optimism and possibility. I work with clients from a variety of professional backgrounds, but I am uniquely positioned to serve those who work in higher education and other large non-profit institutions. Utilizing my background as a former educator and my experience as a Wealth Management Advisor at TIAA, I take pride in approaching my work with the heart of a teacher and insights gained from years of relevant experience.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes