Hello! I’m Andrew, the Founder of AJD Wealth Management. I have been in the financial services industry for over a decade and earned my CERTIFIED FINANCIAL PLANNER™ Designation in 2017. Since 2017, I have worked exclusively as a fee-only financial planner.
Throughout my career, I have been fortunate to work with a wide variety of clients including retirees, pre-retirees, busy families, corporate retirement plans, etc. Prior to starting AJD Wealth Management, I was with a large fee-only firm in Cincinnati; and prior to that, a giant insurance company selling financial products.
With AJD Wealth, I get to focus on what I enjoy most - building relationships with my clients, delivering great financial plans, and managing money.
I am on the board of the Financial Planning Association (FPA) Southwest Ohio chapter and I am a member of the XY Planning Network.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
Financial Planning Association
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button above to schedule a free 30-minute call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.
Offers Investment Management
Yes
About our Firm
I started AJD Wealth Management to offer real, proactive financial planning and investment management to my community. In my experience, financial success comes from a combination of prudent financial moves and a well thought out plan guiding you along the way.
My goal is to deliver a boutique level of service to my clients. Working with me you can expect multiple structured meetings each year, education on financial topics & concepts, and an accountability partner to make sure you stay organized and engaged.
What makes AJD Wealth unique?
✔️ Low client-to-advisor ratio: We can deepen our relationship and I can give you the time you need & expect from your financial advisor.
✔️ Accessible & real: Communicating with your advisor shouldn't be intimidating or difficult nor should you be working with a call center. I communicate in the manner you prefer - even texting!
✔️ Feel more confident: A passion of mine is teaching. Explaining concepts and philosophies using real-world examples is one way I help empower you to feel more confident about your wealth.
✔️ Fee-only: I charge a fee for my services. I don't sell products and I don't get paid commissions. Commissions introduce a massive conflict of interest.
✔️ Credentialed: I am a CFP® Professional. This is recognized as the standard of excellence for the financial planning profession.
✔️ Fiduciary: I operate as a fiduciary 100% of the time. This means I have to recommend what is in your best interest and is the highest standard of care in finance.
Education
University of Cincinnati, Carl H. Lindner College of Business, Bachelor of Business Administration (B.B.A.), Finance and Marketing
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