Andy Millard, CFP®
Friendly, experienced, affordable and accessible.
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Andy Millard Advisory
Andy Millard, CFP®
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Advisor
Columbus, NC
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 Me
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™ Professional
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 our Firm
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
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.
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
✅ Wealthtender Certified Advisor Review™
Mar 24, 2024
I am very pleased with Andy handling our finances. He is knowledgeable and cares about his clients. He is a good listener when it comes to our goals and gives great thought and insight with suggestions for investments. He has the ability to put you at ease and exhibits confidence when discussing investments . He is able to convey his suggestions and reasons in terms that we are able to understand. An added bonus is that he is local and easily reachable. This has given us an additional feeling of ease. I would highly recommend him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Andy as my Advisor
✅ Wealthtender Certified Advisor Review™
Mar 19, 2024
I feel safe and secure with Andy Millard as my Money Manager/Financial Advisor. Andy is thorough and knowledgeable when answering any questions I might have about my investments (I can be a challenge I'm sure). Andy is just a call/text away and will get back to me as soon as possible. Andy is a kind, trustworthy, with a wonderful personality. I have never been disappointed while working with Andy.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Andy is great
✅ Wealthtender Certified Advisor Review™
Mar 4, 2024
Andy has been working with me and my wife for several years now, and I can't recommend him enough. He has helped us navigate some difficult choices and transitions, like getting married, relocating to another state, and buying our first home. He's helped us organize our finances and start budgeting effectively. He's been kind, patient, and responsive, and it's great to know we share important values. We plan to keep investing with Andy and would recommend him to anyone looking for a financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
10 out of 10, HIGHLY recommend
✅ Wealthtender Certified Advisor Review™
Mar 3, 2024
Andy is knowledgable, ethical, and great at communicating. Our portfolio of investments has seen impressive growth since being in his care. Our favorite thing about Andy is how accessible and approachable he is. we know we can ask him anything, he will get back to us, and we always feel better after gaining his perspective. He makes sure to explain things at a level we can understand. We feel very cared for and can't recommend him enough!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted advisor close to home
✅ Wealthtender Certified Advisor Review™
Feb 28, 2024
After moving from Virginia to North Carolina and becoming widowed, I wanted to be in closer touch with my financial advisor than my previous relationship could allow with a 400-mile distance. I interviewed other local advisors before settling on Andy, and spoke with friends who had worked with him as well; we also share a common interest in local theatre troupes. Since working with Andy, I’ve felt confident that my finances are being watched and managed with care, and I know that I can call him any time with any questions I may have.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Aptitude Attendance Communication and interpersonal skills Creativity Dependability Flexibility Leadership Quality of work
✅ Wealthtender Certified Advisor Review™
Feb 27, 2024
Andy consistently demonstrated a deep understanding of his role and the tasks associated with it. His strong financial skills is a key asset to my wife Susan and myself.
Andy has an exceptional ability to grasp complex financial concepts quickly and apply them effectively in his work.
Andy has repeatedly shown to us excellent judgment when making decisions that ultimately, and hopefully will benefit our family financially.
Finally, his willingness and ability to learn new skills and procedures of the financial world quickly is impressive and contributes significantly to our family's economic success.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Andy Millard
✅ Wealthtender Certified Advisor Review™
Feb 27, 2024
We have recently invested through Andy. He has been extremely helpful and knowledgeable. We are looking forward to a long-term relationship with him and our investments. I would recommend him highly for your financial needs
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A gentleman and a scholar...
✅ Wealthtender Certified Advisor Review™
Feb 25, 2024
Andy Millard Review
Working with Andy Millard has been a godsend. He helped guide me through a minefield of financial issues following my husband’s sudden demise a few years ago. I continue to seek his advice regularly, as he is patient and has the know-how to meet my immediate and future goals.
I would unequivocally recommend him to anyone seeking an experienced, savvy, and honest financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Client-Centered and Accessible
✅ Wealthtender Certified Advisor Review™
Feb 24, 2024
It's important to me that someone who manages my investments takes into account my philosophies and world view, and will invest in products that align with them. Andy has done this, and I feel confident that he'll continue to do so. He is very accessible and always responds quickly to any questions or requests I have, and provides thorough updates and analyses on a regular basis. In addition, he's very pleasant to work with and has a great sense of humor!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Bringing me up to date
✅ Wealthtender Certified Advisor Review™
Feb 23, 2024
Andy has been very helpful in revising my portfolio and bringing it and me up to date. He explains why he is suggesting a course of action and leaves it to me for the final decision. He is accessible and gives personalized service. He answers my questions in a timely manner. I am happy to work with an individual and not a large firm.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Takes Time
✅ Wealthtender Certified Advisor Review™
Feb 23, 2024
The initial conversation was easy. I gave an overview and Andy asked questions, but allowed me to lead with my issues. The follow up was focused on my issues, but answers were not limited. Andy's suggestions WERE suggestions and backed up with information with time to consider. He was available to me but did not at any time rush, or push me to rush my thought process.
When I expressed concerns again he had reasonable thoughtful information. At this point I am comfortable and satisfied that I have made an excellent decision to use Andy as my financial advisor.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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