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Specialties
I have the honor and profound responsibility of offering a planning philosophy that helps people attain and enjoy their life’s fullest financial potential.
I joined Cambium Group in 2016 because of the insight I gained in the months following my Dad's sudden passing. For my family, that event exposed the many shortcomings of traditional financial advice, which is unfortunately prevalent in our society and throughout the financial services industry. Having gained a unique perspective on how a family’s economic mindset shapes their intergenerational well-being, I made it my mission to serve loving, proactive, future-thinking families. Together, we apply a planning process that helps prevent financial compromise and failure and secure their greatest potential. Prior to Cambium Group, I was a Corporate Advisor at Equinox, a luxury fitness brand. After losing 40 lbs as an Equinox member, I was inspired to help others optimize their performance. I supported more than 1,500 clients and served as the point person for their experience and, ultimately, their results. Before Equinox, I directed a capital campaign that raised $1.3MM to install a geothermal energy system in a historic landmark facility. The project mitigated an emerging environmental threat and eliminated the burden of rising energy costs. It was a privilege to help an organization secure fiscal sustainability and enhance its service to the community for generations to come. After graduating from (The) Ohio State University, I began my career as the Area Director of Young Life in Darien, CT, where I launched multiple leadership and character development initiatives for adolescents. Personally, I especially enjoyed serving students with disabilities and special needs. Professionally, I am a Retirement Income Certified Professional®, Certified Exit Planner®, and hold the Series 7, 66, and Life & Health licenses. Personally, my wife & three young kids are my favorites. I also enjoy: - Playing ice hockey (preferably on an outdoor rink) - Stand-up paddleboarding - Italian wine and Kentucky bourbon - Fast cars on open roads - The New York Rangers, Columbus Blue Jackets, Cincinnati Bengals, and Ohio State Football - Cape Cod and Colorado Let's connect! Schedule an introductory Zoom appointment here: http://calendar.andywardcexp.com
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Always free for clients.
RICP®, CExP®
Chartered Designations
What do these credentials mean?
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Compliance: Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 800 WESTCHESTER AVENUE, 4TH FLOOR SUITE N409, RYE BROOK NY, 10573, 914-2888800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. CAMBIUM GROUP LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0M75654.