Andrew
Band

AAMS™, CFP®

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Andrew Band

Here to act in your best interests

About me

I build and implement personalized financial plans by getting to know my clients really well. By having thoughtful conversations, using detailed data gathering, and being curious, I learn their true goals and concerns and provide an easy to understand set of solutions for them. My wife Erin and I have been married since 2008, and we have two children. In my free time I am with my family, coach youth sports, play tennis year-round and dirt-bike with friends.

Certifications

Accredited Asset Management Specialist™

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, Colorado State University

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Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street
Suite 400
Phoenix, AZ 85016

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Atlanta I - Duluth

1960 Satellite Boulevard
Suite 3500
Duluth, GA 30097

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Atlanta III - Alpharetta

3460 Preston Ridge Rd
Suite 500
Alpharetta, GA 30005

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Atlanta IV - Buckhead

3355 Lenox Road NE
Suite 950
Atlanta, GA 30326

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health