Andy
Smith
CFP®, CIMA®
Here to act in your best interests
About me
I love what I do: I get to help people plan for, and work hard to realize, the dreams and goals they've set for themselves over the course of their lifetime.
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
Education
Bachelor of Arts, Secondary English Education - Purdue University
Visit one of our Locations
Indianapolis I - Indianapolis
8555 River Road
Suite 350
Indianapolis, IN 46240
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
