Who We Are

Andrew Richardt, CFP®



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Vice President Wealth Management

@ha Moment

“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.”.

@ Work

Andy came to TWM as an intern in 2005 while studying at Boston University's Financial Planning program and he’s been at the firm ever since!  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 ability to explain matters in plain English. Andy helps clients put their goals into words...and then helps make them a reality. Mapping out lifetime financial plans, he shows clients how to get from point A to B with "margins of safety" so they can go forward with confidence and enjoy what truly is valuable to them.

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.

@ School

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 financial markets, and how individuals can prepare for the unexpected – by building the ark before it rains.

@ Home

Andy lives in Acton, MA with his wife and two children, Emily and Henry. In his spare time, he's an avid runner and has completed the Boston Marathon faster than the Red Sox can play a game!  Andy co-founded the Miracle League of Massachusetts, dedicated to providing the opportunity for those with special needs to play baseball at no cost in an organized league, regardless of ability.  Clients know him as the "Good Humor Man" and, fun fact, Andy's family co-owns a successful small batch ice cream shop in West Acton. 

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30 Monument Square
Suite 101
Concord, MA 01742
978-287-5151
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