Andrew Richardt, CFP®
Vice President Wealth Management
A proverbial “Minuteman,” Andy is a tireless advocate for TWM’s clients and always ready when the unexpected happens or opportunities arise. Clients value his educational approach, understanding of complex planning issues, assuring manner and his ability to explain matters in concise, understandable terms. Andy works closely with accountants, estate planning attorneys, insurance agents, mortgage brokers, bankers, real estate agents, daily money managers, etc., to coordinate clients’ financial plans. It is that tireless financial orchestration that really sets TWM apart; we don’t just give clients a plan, we get it implemented.
Prior to his tenure at TWM, Andy worked as a software developer for investment banking firms William Blair and Leerink Swann: valuable experience in the tech-driven wealth management field.
“I get a big thrill when I see our clients achieve their goals by following a plan we developed together. When a client refers a child, parent or sibling to us, I know we’re doing things right and that’s the icing on the cake.”
Andy’s degree from the Kelley School of Business at Indiana University and his Certificate in Financial Planning from Boston University laid the foundation for his keen understanding of business and financial markets, and how individuals can prepare for the unexpected – by building the ark before it rains.
Andy lives in Acton, MA with his wife and two young children. He is a soccer and softball coach, and is a marathon runner. Andy co-founded the Miracle League of Massachusetts, dedicated to providing the opportunity for children with special needs to play baseball in an organized league, regardless of ability. A fundraising campaign is currently underway to build a safe, all-accessible field for children and adults with special needs throughout the Boston area. For their efforts, Andy and his wife, Lauren, recently received the Outstanding Inclusive Recreation Award from the Federation for Children with Special Needs.