Andrew Gullion | Edelman Financial Engines
 
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I am Andrew Gullion,

CFP®

Director, Financial Planning

"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, baby boy and three dogs. In my rare spare time, you can find me hiking or skiing or cheering on my home team, the Cincinnati Reds."

Phone Number

(678) 691-8500

Address

3460 Preston Ridge Rd

Suite 500

Alpharetta, GA 30005

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3355 Lenox Road

Suite 950

Atlanta, GA 30326

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3051 Akers Mill Rd SE

Suite 110

Atlanta, GA 30339

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Schedule an Appointment

Get to Know Us

Your retirement dreams are unique. We think your financial plan should be, too. We are the #1 independent financial advisory firm in the nation, as ranked by Barron’s. But we’re more than that. For the past 33 years, we’ve provided personal financial planning and investment management services for hardworking people just like you. Here, you’ll get a personal financial plan that reflects your unique situation and goals. You’ll also get more than an experienced financial advisor – you’ll benefit from a lifelong partner who’s dedicated to helping you achieve the financial freedom you deserve.

About My Services

Services

Financial Planning

Investment Management

Retirement Planning


We’re here to help you make important decisions about every aspect of your life with a dollar sign — from planning for retirement to leaving a legacy for your family — and everything in between.

How We're Different

Founded by acclaimed financial planner, Ric Edelman, and Nobel Prize-winning economist William Sharpe.

Ranked #1 in quality by Barron’s1.

Independent, fee-only advisors. Our planners don’t earn commissions selling products to our clients.

We serve in your best interests always. Whatever your situation, our experienced planners will provide the objective, straightforward advice you need to help you move your financial life forward.

My Qualifications

Years of Experience

I have 8 years of experience in the financial industry.

Certifications

Certified Financial Planner™

Honors and Awards

Hewett-Kautz Fellowship, 2010

Carl H. Lindner College of Business - Department of Economics

Hewett-Kautz Fellowship, 2011

Carl H. Lindner College of Business - Department of Economics

My Story

Interests and Hobbies

Sports

Skiing

Hiking

Fitness

You Should Also Know About

Fees

We provide objective, fee-based advice and asset management. That means we won’t try to sell you on our firm’s proprietary products. It also means our planners don’t earn any commissions on the products and services our planners recommend for our clients. Our goal is to help you reach your financial goals with confidence, plain and simple.

Fiduciary Plus

When it comes to our clients, we’re “all-in.” We actively seek ways to make our clients’ lives better, whether it’s working alongside policymakers or innovating within our business to improve financial security. Our sole motivation is to serve your best interests, always. It’s a commitment we’ve made to our clients for the past 30 years, and will continue to make to you.

Ready to Take the Next Step?