Andrew Andreotta
I’m Andrew Andreotta, and I believe the best financial advice begins with understanding the person behind the numbers. My goal is to help individuals, families, and business owners make informed financial decisions that connect their money to the things that matter most to them.
I don’t believe financial planning should begin with a product or an investment recommendation. It should begin with a conversation. Where are you today? Where do you want to go? What matters most to you and your family? And what needs to happen financially to help you get there?
From there, I work to bring the different pieces of your financial life together with your goals, investments, cash flow, protection strategies, liabilities, and long-term plans so that each financial decision is made with a clear understanding of how it may fit within your broader financial picture.
One of the most rewarding parts of my career has been developing long-term relationships with the people I serve. I want my clients to feel comfortable asking questions, challenging an idea, calling when something changes, and having honest conversations about their finances. Ultimately, I want to be someone my clients know they can turn to as their lives and financial goals evolve.
What You Can Expect
Personal Attention — You’re not just an account number. I take the time to understand you, your family, and what you’re working toward.
A Comprehensive Approach — We look beyond your investments and consider the entire financial picture.
Straightforward Communication — Financial concepts can be complicated. My goal is to make them understandable and give you the information you need to make confident decisions.
Thoughtful Decision-Making — Recommendations should have a purpose. Every financial decision should be connected to your goals and the bigger picture.
A Long-Term Partnership — Life changes, and your financial plan should change with it. I believe in building relationships that last beyond a single transaction or investment decision.
Accountability — A financial plan is only valuable if you put it into action. I want to help you stay focused, make adjustments when necessary, and continue moving toward your goals.
Beyond Financial Planning
When I’m not working, you’ll usually find me spending time with my best friend and wife, Allison, and our three daughters, Bonnie, Audrey, and Libby. Family is a huge part of my life, and I value the time we get to spend together.
We are active members of Long Hollow Baptist Church, and whenever I get the opportunity, I enjoy getting out on the golf course. We’re also big Nashville sports fans, especially the Tennessee Titans and Nashville Predators.
For me, the relationships I build with my clients are one of the most meaningful parts of what I do. I’m fortunate to have a career that allows me to help people make important financial decisions while building relationships that can last for many years.