Brett Andrews

Brett Andrews has been working with individuals and businesses to manage their assets since 1998.

His mission is to help clients achieve their financial goals while managing risk in their total financial situation. With a background as a Senior PIM Portfolio Manager at Prudential Securities, Wachovia Securities, and Wells Fargo Advisors during some of the most volatile financial markets in history, Brett developed new and unique methods for portfolio design that go beyond traditional stocks, bonds, and mutual funds, tailored to each client's individual needs. Brett holds several certifications, including Certified Wealth Strategist (CWS®) and Certified Plan Fiduciary Advisor (CPFA™), which enhance his ability to provide comprehensive financial guidance. He combines modern financial planning techniques with technical, quantitative, and behavioral analysis for a dynamic approach to wealth management. While he believes investments are important, he also brings in other resources and subject matter professionals to provide holistic solutions. As a business owner, Brett understands the commitment and responsibility of building and maintaining a successful practice, which fuels his passion to serve as a Financial Advocate for those who prefer to focus on growing their businesses or enjoying their success. Brett’s role as a Financial Advocate involves evaluating each client’s situation to uncover inefficiencies, coordinating with other trusted advisors, proposing solutions to fill any gaps or generate savings, and implementing and maintaining a custom-designed plan based on client objectives. His business is dedicated to improving his clients’ financial situations, and this is what drives his passion each day. Professional Financial Designations The Certified Wealth Strategist® (CWS®) designation reflects Brett Andrews' expertise in comprehensive wealth management strategies. With this certification, Brett is equipped to develop personalized, holistic strategies that address all aspects of his clients’ financial lives, including investments, tax planning, estate planning, and business succession. His approach integrates technical knowledge with a deep understanding of clients’ goals, working to ensure that wealth is managed effectively to meet both current and future needs. As a Non-Qualified Plan Consultant (NQPC™), Brett specializes in designing and implementing customized executive compensation and retention plans. By leveraging advanced non-qualified planning techniques, his goal is to ensure that businesses can attract, retain, and reward top talent while optimizing tax efficiency and long-term financial security. Non-qualified plans can significantly enhance the value of a business while offering often-overlooked tax strategies for business owners. The Certified Plan Fiduciary Advisor (CPFA™) designation demonstrates Brett Andrews' expertise in retirement plan consulting and fiduciary responsibility. With this certification, Brett is trained to provide businesses with guidance on managing retirement plans in compliance with regulations, while working to ensure the best interests of plan participants are met. Securities Licenses v Series 7 – General Securities Representative v Securities Industry Essentials® (SIE®) v Series 63 – Uniform Securities Agent State Law v Series 65 – Uniform Investment Adviser Law Exam v Insurance Licenses Annuities, Life, Health, Disability Exit Planning, Valuation, and Value Building Designations The Certified Exit Planning Advisor (CEPA®) credential, held by Brett Andrews, is a designation awarded by the Exit Planning Institute (EPI). It signifies expertise in helping business owners plan and execute successful exits, whether through a sale, succession, or other transition strategies. CEPA® advisors take a holistic approach, integrating business, personal, and financial planning with the goal of maximizing business value and ensuring a smooth transition. Brett Andrews holds the Certified Exit Planner (CeXP™) credential, a designation awarded by the Business Enterprise Institute (BEI) that signifies expertise in exit planning for business owners. CeXP™ professionals are trained to develop comprehensive strategies that align business, personal, and financial goals, working toward ensuring a smooth transition while maximizing value. This designation demonstrates a deep understanding of succession planning, risk management, and financial preparedness to help owners achieve a successful exit.