Michael O
4 out of 5 stars
Andrew is very knowledgeable about investing and knows the latest on the markets, and it's clear he also cares about his clients and their lives (not just the numbers)
AAMS™, CFP®, CRPC™
I thrive on challenge, camaraderie, and precision—whether I’m riding dirt bikes, skiing, or competing on a tennis team. That energy fuels my work as a financial planner at Edelman Financial Engines. I’ve had a lifelong passion helping people gain clarity and confidence in their financial lives. I take pride in building personalized plans that reflect what matters most to my clients—so they can move forward with less stress and more freedom to enjoy life’s next chapter.
See Andrew's Full BioAccredited Asset Management Specialist™
CERTIFIED FINANCIAL PLANNER®
Chartered Retirement Planning Counselor™
Bachelor of Arts, Liberal Arts (Social Sciences) - Colorado State University
Financial planning, Retirement planning, Investment management, Insurance guidance, Tax planning, Estate planning
Real experiences from real clients who trust us with their financial future.
Michael O
4 out of 5 stars
Andrew is very knowledgeable about investing and knows the latest on the markets, and it's clear he also cares about his clients and their lives (not just the numbers)
John M
5 out of 5 stars
Andrew was well prepared and we had a good working session planning for my retirement next year!
Michael S
5 out of 5 stars
I have awesome support from Andrew Band and his team. His team has been very responsive to multiple request in support of my complex financial needs.
Don R
5 out of 5 stars
Andrew has done a great job of listening to our objectives and translating them into a viable financial plan that will last a lifetime. He's available, responsive, thorough and leverages EFE's broader resources to our benefit. I wanted a financial advisor that knows more than me, and with Andrew, we've gotten this. We're off to a great start in retirement!
Bruce F
5 out of 5 stars
As usual, my experience with Andrew Band at Edelman is excellent. Andrew has guided me through my retirement process and has re-assured me during difficult times and decisions. I consider Andrew to be a top-notch at what he does. I also consider him to be a friend. My friendships are important to me, and I have recommended him to many of my friends. Edelman should be proud of Andrew and themselves for their wisdom in hiring such a person as Andrew.
Bryant T
5 out of 5 stars
Outstanding service from Andrew Band
Phyllis S
5 out of 5 stars
Our Financial Planner Andrew Bland is very knowledgeable and has been keeping us abreast of current trends and giving us sound specific financial management advice for our portfolio that works for our family in our retirement season. Jimmie & Phyllis S.
Jackie S
5 out of 5 stars
Andrew Band has been a phenomenal planner and advisor to me! His supportive voice and steady guidance have been a blessing, especially through some of the most challenging times in my life. His personality makes every conversation enjoyable.
Edelman Financial Engines requests that current clients share their experiences. No compensation is paid for their testimonials and EFE does not control the content. Comments may have been edited for brevity and clarity. The experience described may not be the experience of all clients and is not a guarantee of future performance or success.
Please see the important information below if the planner holds a CFP® designation. Not all planners will hold this designation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Financial planning is a personal pursuit. As your financial advisor, I’ll get to know you – your specific goals, your concerns and what you want to accomplish. By understanding where you’d like your wealth to take you, together we can plot a course to help get you there. With consideration for your entire financial life and the support of a team of experts, we’ll build a personalized plan that can give you the best opportunity to reach your goals.
Certain services provided on an educational and guidance basis only.
A fiduciary is an individual who acts in the best interests of a particular person or beneficiary. In the world of financial services, that means fiduciary advisors must only act in the best interests of their clients.
Yes, Edelman Financial Engines and our financial advisors act as a fiduciary when it comes to investment advice and investment management. This means we only make decisions based on the best interests of our clients. Not simply because it’s a legal requirement, but because it’s the right thing to do. Fiduciaries must act with a higher standard of care and we take this obligation seriously.
A financial advisor can help you focus on the future and gain control of your personal finances. Edelman Financial Engines financial advisors know how to help optimize your portfolio for today – and adapt it for tomorrow. Our advisors will guide you every step of the way as you embark on your new journey.
While not all of our advisors are able to take on new clients at this time, if you have a preference to work with a particular advisor, we will do everything that we can to accommodate your request.
Every financial advisor at Edelman Financial Engines is listed on our website with their credentials and work experience. You may use Find a Financial Planner to connect with an advisor near you.
You may also view the SEC’s public disclosure website for financial advisors.
We recommend that you work with an advisor who is in your area. For those who do not live close to an Edelman Financial Engines office or are otherwise unable to meet in person, we have the option of having a virtual relationship. Don’t see a location near you? Our National Advisor Center can help.
Here at Edelman Financial Engines our goal is to provide the very best service and experience possible to our clients. On our website, we have each of our advisors and their profiles available to the public. If you would prefer to meet with another advisor who was not assigned to you, please just let us know and we will do everything that we can to accommodate you.
Your wealth planning team is led by your local advisor in your area, who will get to know you – your specific goals, your concerns and what you want to accomplish. Together, you’ll clarify what wealth means to you and explore how much further you’d like your wealth to take you. Your advisor has access to a team of experts in everything from investments and tax planning strategies to estate planning and insurance guidance who can build a personalized plan that takes into account your entire financial life and helps you reach your goals.