Andy
Smith

CFP®, CMFC™, CFS®, CIMA®

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Andy Smith

Here to act in your best interests

About me

I love what I do: I get to help people plan for, and work hard to realize, the dreams and goals they've set for themselves over the course of their lifetime.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Mutual Fund Counselor™

Certified Fund Specialist®

Certified Investment Management Analyst®

Education

Bachelor of Arts, Purdue University

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Visit one of our Locations

Indianapolis I - Indianapolis

8555 River Road
Suite 350
Indianapolis, IN 46240

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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 Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning