Andy Millard, CFP®
Friendly, experienced, affordable and accessible.
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Serving Clients Nationwide
Friendly, experienced, affordable and accessible.
Areas of Focus
- Investment Management
- Loss of Spouse or Partner
- Retirement Planning
- Socially Responsible Investing
- Women & Wealth
About Andy Millard, CFP®
I followed in my parents' footsteps and started out as a public school classroom teacher, later becoming a principal. At age 37 I made the transition to financial planning and investment management, growing a successful practice which I sold in 2016.Over the years, I've learned that clients expect three things: They want to know their money is invested properly; they want their portfolio managed and adjusted appropriately; and they want direct access to a trusted advisor -- someone who knows them, who cares and listens and is available when they need them. That's why I limit my client base to a few dozen folks. If you'd like to have a genuine stress-free conversation with no expectations, I have time for you.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
National Association of Personal Financial Advisors
- XY Planning Network
Primary Location
Columbus, NC 28722
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Schedule a 30-minute conversation with no cost, no pressure, and no expectations. The first question I'll ask is, "What do you want to get out of this conversation?" Then we'll go about making sure you get what you're looking for. I love these initial chats and always learn from them. We can talk by phone or on Zoom, whichever you prefer. No charge for either one. Click the 'Book Intro Call' button above.Offers Investment Management
Yes
About Andy Millard Advisory
Unlike larger firms, Andy purposely limits the number of his clients. Clients have direct access to him at all times via text, email, or phone. Andy will design, build, and maintain a balanced portfolio specifically for you. All client accounts are held at a third-party custodian such as Charles Schwab.You grant Andy the authority to manage the account(s) on your behalf and in your best interest. You can withdraw his access at any time. You can keep up with the portfolio online and through an app on your phone, and you'll receive monthly statements from Schwab as well as quarterly reports from Andy.
🌱 Environmental | Social | Governance
Depending on your situation, you might want to explore the possibility of incorporating ESG investing into your portfolio. "ESG" stands for environmental, social, and governance. In a nutshell, this approach tries to avoid investing in companies deemed to have a negative impact in those three areas, and favors companies that try to make the world cleaner, kinder, more diverse, and more sustainable. Like all strategies, there are some limitations and special considerations, which Andy will be glad to discuss with you.
Education
Wake Forest University (M.A.) | Presbyterian College, (B.A.) | College for Financial Planning (CFP® courses)
Volunteer Experience
Carolina Foothills Chamber of Commerce (president, Volunteer of the Year, Hall of Fame) Kiwanis Club of Tryon (president, Kiwanian of the Year) Shakespeare & Friends theater troupe (board member, director, actor) Polk County NC Democratic Party (county chair, precinct chair) Tryon Fine Arts Center (board member, volunteer)
Hobbies and Interests
- Animal Rescue
- Exercising
- Fishing
- Horseback Riding
- Running
- Theater
- Walking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Couples
- Democrats
- Intergenerational Families
- LGBTQ
- Living in Retirement
- Widow
- Women in Transition
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Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Andy is professional, knowledgeable and a man of integrity
Andy as my Advisor
Andy is great
10 out of 10, HIGHLY recommend
Trusted advisor close to home
Aptitude Attendance Communication and interpersonal skills Creativity Dependability Flexibility Leadership Quality of work
Andy Millard
A gentleman and a scholar...
Client-Centered and Accessible
Bringing me up to date
Takes Time
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