Andrew
Gullion

CFP®

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Andrew Gullion

Here to act in your best interests

About me

I’ve been in the financial services industry since 2012, and a financial planner since 2014. My passion is to help my clients with comprehensive planning that guides them to reach their long-term financial goals. Aside from work, I keep busy with my wife, son, daughter, and three dogs. In my rare spare time, you can find me hiking or skiing or cheering on my home team, the Cincinnati Reds.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, University of Cincinnati

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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 II - Vinings

3051 Akers Mill Rd SE
Suite 110
Atlanta, GA 30339

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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