Andy Arnold

About Andy Arnold

I founded Centerline Wealth Advisors in early 2015 with a mission to establish a trusted Fiduciary wealth management firm. We firmly believe that most individuals deserve an elevated level of care through a genuine Fiduciary relationship with their financial advisor. In this capacity, families can be confident that all their financial interests are truly prioritized by our team of financial planners.Unlike many financial services firms, we do not push products or employ aggressive sales tactics. We are dedicated to our philosophy, reinforced by prestigious certifications such as AIF®, and CEPA®, just to name a few. Our focus is on our financial planners collaborating with families to navigate complex financial, estate, and tax planning challenges, as well as life\'s significant transitions.My entry into finance was fueled by a passion for understanding investments, financial planning, and the power of compounding wealth. My educational background in communication and psychology, combined with an MBA, has been the perfect blend of disciplines to grow my clientele and nurture the firm we now call home.As an advisor, my goal is to bring order and financial peace to the families we serve. Sometimes it revolves around saving a huge amount of taxes on a business sale. Other times it\'s about helping a client work through the death of a spouse or navigate a complex financial situation resulting from a divorce. It’s great when happy events befall families, but we are also here, solid as a rock, when the less fortunate circumstances inevitably occur. With my credentials as a CEPA® and an MBA, I possess the knowledge and insight to help business owners strategically plan for the growth and eventual transition of their privately held companies. Many owners are unaware of the various exit strategies available and the tax implications that come with them. Our expertise in wealth management, coupled with the Certified Exit Planning Advisor (CEPA®) credential, allow us to significantly assist owners in this specialized field.We are honored to serve:• Families• Entrepreneurs and Business Owners• Physicians• Individuals navigating transitions such as retirement, job changes, divorce, or widowhoodLet\'s connect and explore how Centerline Wealth Advisors can support your financial journey.

Experience

1. Chief Executive Officer, Senior Wealth Advisor

   Centerline Wealth Advisors

   Jan 2015 — Present

Education

• University of Louisville

  Communication, Public Relations, Advertising, and Applied Communication

  1986 — 1989

• University of Louisville

  MBA, Business

  1992 — 1995