About Me
I've always loved helping people make sense of money - not just the numbers, but the life decisions behind them.
I started this firm because I knew too many people who had the desire to take more control over their finances but lacked the expertise, guidance and/or access to turn that desire into actionable steps and a holistic plan to work toward their goals.
After earning degrees in Economics and Accounting at Penn State, I have spent almost two decades working in various technology and finance roles, helping many of my peers and colleagues navigate financial challenges through personalized coaching. I am a licensed investment advisor in the state of Pennsylvania and earned my Chartered Financial Analyst (CFA) designation in 2014.
CFA Charterholder
Chartered Financial Analyst with rigorous investment analysis training
Fiduciary Duty
Bound to act in your best financial interests
Transparent Pricing
Flat fees with no assets under management (AUM) or referral fees
Holistic Planning Approach
Financial decisions are aligned to your goals
Ready to Start?
Schedule your initial consultation today. I'll listen to your financial goals and help you create a strategy to work toward sustainable growth.
Schedule Complimentary Consultation
andy@gregoryfinancial.com
24-hour response time
Initial Consultation
Initial consultations are complimentary. No obligation to continue and you won’t be charged until you’ve signed on as a client.
About Me
I've always loved helping people make sense of money - not just the numbers, but the life decisions behind them.
I started this firm because I knew too many people who had the desire to take more control over their finances but lacked the expertise, guidance and/or access to turn that desire into actionable steps and a holistic plan to work toward their goals.
After earning degrees in Economics and Accounting at Penn State, I have spent almost two decades working in various technology and finance roles, helping many of my peers and colleagues navigate financial challenges through personalized coaching. I am a licensed investment advisor in the state of Pennsylvania and earned my Chartered Financial Analyst (CFA) designation in 2014.
CFA Charterholder
Chartered Financial Analyst with rigorous investment analysis training
Fiduciary Duty
Bound to act in your best financial interests
Transparent Pricing
Flat fees with no assets under management (AUM) or referral fees
Holistic Planning Approach
Financial decisions are aligned to your goals
Ready to Start?
Schedule your initial consultation today. I'll listen to your financial goals and help you create a strategy to work toward sustainable growth.
andy@gregoryfinancial.com
24-hour response time
Initial Consultation
Initial consultations are complimentary. No obligation to continue and you won’t be charged until you’ve signed on as a client.