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Andy Baxley (CFP®, MSFP)

Andy Baxley focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Millennials
  • Tax Planning

Planning Specialties

Andy works with clients from a variety of professional backgrounds, but he is uniquely positioned to serve mid-career professionals who work in higher education, medicine, and other large non-profit institutions. Utilizing his background as a former educator and his experience as a Wealth Management Advisor at TIAA, Andy takes pride in approaching his work with the heart of a teacher and insights gained from years of relevant experience.

Additional Information

Andy's approach to financial planning goes beyond the numbers; it's about helping the individuals and families he serves achieve clarity, confidence, and a sense of purpose around their money. Ultimately, Andy doesn’t just want his clients to feel financially secure; he wants them to feel empowered to plan with a sense of optimism and possibility.

Andy is a fee-only financial life planner based in Chicago and serving clients nationwide. He is a Certified Financial Planner® practitioner and holds a master’s degree in financial planning from Kansas State University.

NAPFA Start Date

November 12, 2020

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

5439 S. Cornell Ave. Unit 2S Chicago, IL 60615 Phone: (303) 591-7116
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