CFP®, CIMA®
I’m an English teacher turned outdoorsman turned financial planner. Today, my goal is to help people retire and stay retired – and to serve the underserved as they get to and through retirement. Here at home in Indiana, my wife and I are raising two teenagers to be amazing human beings; and we’re trying to spend as much time with them before they’re up and launched. In my spare time – what little there is of it! – I love hiking with our dogs and re-reading John Le Carre’s catalog.
See Andy's Full BioCERTIFIED FINANCIAL PLANNER®
Certified Investment Management Analyst®
Bachelor of Arts, Secondary English Education - Purdue 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.
Tom B
5 out of 5 stars
We have been clients of Edelman Financial & Andy Smith for many years & have been completely satisfied. We have contacted Andy several times with questions & he has always been quick to respond. Andy's professionalism & attention to his client's needs have been outstanding.
Larry M
5 out of 5 stars
Everything is very good and our adviser (Andy Smith) is always reaching out to us in case we have any concerns. They are also easy to get a hold of if you have a question.
Brenda D
5 out of 5 stars
Andy Smith is the best. He takes time to understand the total client. He truly wants what is best for you. I can’t imagine having anyone else be my financial partner.
Karen H
5 out of 5 stars
I have entrusted Andy and Denny with my financial portfolio for years. Their unwavering support whenever I have had questions, needed withdrawals, wanted meetings etc. they have been readily available and willing to help. I have had a great experience.
Dawn H
5 out of 5 stars
Andy is very personable and came prepared. He answered our many questions and we updated information for the next run of state of finances. We really enjoy his weekly emails also.
Dena V
5 out of 5 stars
My husband and I have always felt the genuine support of Andy guiding us in our financial planning. He is knowledgeable, yet takes the time to listen to our unique circumstances to create a financial plan that benefits and sustains our life goals. As witness to our appreciation of his abilities is my referral of Andy to my sister and her husband and to my daughter and her husband to become his clients.
Larry E
5 out of 5 stars
Excellent service.
Glenn H
5 out of 5 stars
I have been a client Financial Engines and now Edelman FE since 2017. I only have good things to say about my experiences with them. Bottom line - I trust them with my financial future. First Denny and now Andy Smith. I have no worries that they have and will always be there to do the best for me and my investments.
Keith J
5 out of 5 stars
Fantastic support and responsiveness. You never feel like just another number.
Jim O
5 out of 5 stars
We have complete trust and confidence in Andy Smith to manage our portfolio. He is very knowledgeable and approachable. He has taken the time to know and understand our needs. Jim and Nancy OConnor
Lisa W
5 out of 5 stars
We have had a great experience with Andy Smith and feel that he advises us in the best way possible. He is very personable and easy to work with. Very thankful that he is our Financial Advisor.
Ed G
5 out of 5 stars
Andy and company are courteous and helpful. They keep in touch and encourage us to contact them if we need any information or help.
Brenda C
5 out of 5 stars
We now have what we think is a well planned out financial plan not just the how to investment. We had accounts everywhere and are in the process of combining into one place With help and guidance from Andy, Zack, and Melissa.
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.
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