Andrew is a Co-Founder of Clearview Financial Partners and as a Financial Advisor, Andrew focuses on investment and insurance planning, conducting equity research and developing portfolio allocations aligned with specific client needs, timeframes and goals.
Andrew’s passion for the investing and dedication to his clients earned him a spot on the 2017 Forbes magazine list of "Top Next Generation Wealth Advisor".*
Andrew has a large contingent of clients employed or previously employed by publicly traded companies. He’s developed a well versed understanding in the taxation of stock options, as well as, a strong foundation for developing strategic plans on exercising stock options. In addition to public executives Andrew’s developed a strong presence in the medical field by specializing in assisting doctors with their financial planning. Andrew has been published in Medical Economics magazine, and in November 2012, he was recognized in the “Best Financial Advisors for Doctors” issue.
Andrew and his wife Hilary, live in Lafayette Hill, PA with their three children. He continues to nurture his artistic side by playing the drums and enjoying a wide range of music. He also enjoys playing golf and drinking wine. When he’s not in the office or with his family Andrew is volunteering as a board member for the Colonial School District Educational Foundation.
*2018 - The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interview by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance , client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
The Medical Economics Best Financial Advisors for Doctors award is based on the following factors: assets under management, fee arrangements, a minimum portfolio size of $1 million or less, the advisor will be in good standing with regulatory agencies and posses experience and knowledge of the financial industry as evidenced by years in business and/or industry designations or certifications.