Andrew Van Alstyne, MBA

Your Success is No Accident and Neither is Your Financial Future. Let’s Plan It

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Fiduciary Financial Advisors Andrew Van Alstyne, MBA
Waxhaw, NC

Serving Clients Nationwide

Your Success is No Accident and Neither is Your Financial Future. Let’s Plan It

1 Certified Advisor Reviews™
5 out of 5 Stars
Rate this Advisor

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Andrew Van Alstyne, MBA

Wealth Strategist | Legacy Planner | Client Advocate

I don’t just manage wealth, I help families build lasting legacies. As a wealth manager, my commitment begins with a promise: to place your interests above all else. But where others stop at investment management, I go deeper; integrating estate planning, tax strategy, family dynamics, and long-term vision into one cohesive plan.

My approach is deliberately high-touch and highly personalized. Every client engagement is built on trust, transparency, and rigorous attention to detail. Whether you're preparing for a liquidity event, planning for retirement, or structuring wealth across generations, I serve as both advisor and steward guiding you through complexity with clarity and purpose.

Multi-generational planning isn’t a service line, it’s the heart of what I do. I work closely with families to instill financial literacy early, facilitate meaningful conversations around legacy, and build structures that empower future generations without burdening them.

--Beyond the Office--

Originally from the New York metro area, my wife Natalya and I made our home in Waxhaw, NC with our son and daughter in 2021. Life outside of work is rich with family, coaching youth sports, serving on various nonprofit boards, and staying engaged in causes that support community and connection.

Professional Designations

  • Candidate for CFP® certification
  • Enrolled Agent (EA)
  • Master of Business Administration (MBA)

Affiliations

  • National Association of Enrolled Agents (NAEA)

Primary Location

28173

Video

https://www.youtube.com/channel/UCpkNaDQC2HLuGE_7ILPN-0w

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to get started. We start with a complimentary meeting; giving us a chance to get to know each other, your ideas for the future, and how we can best work together. There is no cost or obligation. You will know exactly how we can help you before you pay us a single penny. If we are not a good fit for each other, I will recommend alternative options for you.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About Fiduciary Financial Advisors

Our services are fee-based and encompass a wide range of offerings, including investment management, estate planning, philanthropic endeavors, and risk management. My focus on tax planning further distinguishes me in the industry.

I tailor my strategies to meet the unique needs of these families, leveraging strategic outsourcing including partnerships with best-of-breed money managers to deliver objective financial advice and innovative solutions.

Apart from the services within my practice, I orchestrate a symphony of specialized professionals, each equipped with a deeper reservoir of skills and knowledge, to delve into the intricacies impacting your financial landscape. This approach allows me to provide more complete solutions tailored to your specific needs, ensuring that every aspect of your financial affairs is expertly managed and optimized for long-term success.

As this trusted clearinghouse for financial, investment, tax, and estate planning ideas, I orchestrate a seamless integration of my clients' financial affairs, ensuring their long-term goals are not just met but exceeded.

Education

William Paterson University, Bachelor's Degree | Purdue University Global, MBA

Hobbies and Interests

  • Exercising
  • Family
  • Football
  • Golf
  • Grilling
  • Hockey
  • Music
  • Reading
  • Running
  • Soccer
  • Sports
  • Traveling
  • Volunteering
  • Walking
  • Wine
  • Working Out

Who We Serve

  • Business Owners
  • Corporate Executives
  • Dentists
  • Dual Income Family
  • Educators
  • Engineers
  • Families
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Newly Engaged / Newlywed
  • Parents
  • Physicians
  • Private Foundations & Organizations
  • Professional Athletes
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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5 Stars

✅ Wealthtender Certified Advisor Review™
Jun 14, 2024
Andrew is a wonderful and knowledgeable advisor. He continues to surpass my expectations.
Relationship to Financial Advisor: Client as of Jun 14, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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