Andy  Baxley,  CFP<sup>&reg;</sup> - Financial Advisor

Andy Baxley, CFP®

Sr. Financial Planner

The Planning Center, Inc.

303 W Erie St, # 311
Chicago, IL 60654
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Andy Baxley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Planning Center, Inc. in Chicago, IL and the surrounding communities.

Financial Advisor Overview

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.


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications


Financial Advisor's Specialties

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


Helpful Financial Planning Resources