Andy Baxley, MS, CFP®, CIMA®

Financial Life Planning. Tax Planning. Investment Management.

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Two Trails Financial Planning Andy Baxley, MS, CFP®, CIMA®
Chicago, IL

Serving Clients Nationwide

Financial Life Planning. Tax Planning. Investment Management.

Areas of Focus

  • Cash Flow
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Money Psychology
  • Retirement Planning
  • Retiring Early (F.I.R.E)
  • Saving for College
  • Taxes

About Me

Hi there, I’m Andy!

I founded Two Trails Financial Planning to help thoughtful mid-career professionals approach their wealth and their lives with a spirit of creativity and possibility.

-Former teacher
-9+ years of experience in financial services
-Master of Science in Financial Planning and Financial Therapy
-Named one of Money Magazine’s “Best Financial Planners”
-Certified Financial Planner (CFP®) professional
-Certified Friendly and Approachable Person (CFAP)*
-Proud husband and father
*I definitely made this one up, but it’s true!

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Science in Financial Planning (MSFP)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC
  • XY Planning Network

Primary Location

5439 S cornell ave

Meeting Options

  • Video Conference

Compensation Methods

  • Fee Only
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Click the 'Talk with Andy' button above to schedule a free introductory call so that we can get to know each other better. Not sure if you’re a good fit? No problem, let’s connect and we’ll decide together. My goal isn’t to “sell” you, it’s to make sure you get the help you need, whether it be from me or a trusted referral.

Offers Investment Management

Yes

About our Firm

If I've done my job well, our work together won't just give you the peace of mind of knowing that you’re on the right track (though that's a great start!). It will help you think bigger and question the status quo.

I’m not all that interested in what you “should” be doing or what everyone else is doing. I am, however, totally fascinated by what YOU want from your life and your money. Whatever that is, I’m committed to helping you make it a reality. And if you aren’t sure what you want, I’m trained to help with that as well.

Because in the end, true wealth is about so much more than numbers. It's about building a life you can be proud of alongside the people you love most.

There are two ways to work with us:

Summit Wealth: Comprehensive financial life planning, tax planning, and investment management (starts at $5,000/yr.)

Base Camp: A 3-month financial life planning deep dive to prepare you for the journey ahead (starts at $3,500)

Education

Kansas State University, Master of Financial Planning (MSFP), Advanced Financial Planning and Financial Therapy | Colorado State University, Bachelor of Science, Psychology

Awards and Honors

  • Money Magazine "Best Financial Planner" for 2024-2025

Hobbies and Interests

  • Cycling
  • Entertaining
  • Family
  • Reading
  • Traveling
  • Walking
  • Writing

Who We Serve

  • Couples
  • Dual Income Family
  • Families
  • Gen Y / Millennials
  • Parents
  • Young Families

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