Andrew J. Silver
Comprehensive Financial Planner focused on helping families and businesses find the harmony of money and purpose.
- Role
- Founder and CEO at Concordia Wealth Planning Llc
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
About Andrew J. Silver
Andy joined the financial services and planning industry in shortly after graduating from Villanova University. In his early career, he joined a team of like minded professionals who travelled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families and businesses throughout the United States and Puerto Rico achieve their financial goals.Andy maintains the professional credentials of the Certified Financial Planner(™) and a Masters in Business Administration. He enjoys travelling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategy for clients, travelling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.
Experience
Founder and CEO
Jun 2019 — Present
Education
Villanova University
BA, Business & Finance
1994 — 1998
Notre Dame Academy, Middleburg, VA
High School, Diploma
1990 — 1993
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Comprehensive Planning
- Social Security
- Business Planning
- Investments
- Retirement Planning
- Investment Strategies
- Alternative Investments
- Wealth Management
- Securities
- Estate Planning
- Financial Advisory
- Relationship Management
- Pensions
- Insurance
- Series 65
- 401k
- Business Transition Planning
- Investment Advisory
- Retirement
- Strategic Financial Planning
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