Andy Millard, CFP®

Friendly, experienced, affordable, and accessible.

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Andy Millard Advisory Andy Millard, CFP®
Columbus, North Carolina

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 to run for Congress. That campaign, though unsuccessful, renewed my commitment to helping others put their Democratic values to work in their own lives.

Andy Millard Advisory leverages the ever-evolving landscape of socially-responsible investment options, giving clients the opportunity to express their ideals through their portfolio. What's more, the latest financial technology allows us to streamline the client experience while managing multiple portfolios efficiently, freeing me up to use my extensive experience to help clients make smart decisions and grow their assets.

​I've seen a lot over the years, but what I'm really excited about is how—working together—we might use these new tools for your benefit while building a better world for future generations.

Professional Designations



  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Columbus, NC 28722


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


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 access to manage the account(s) on your behalf and in your best interest. You can withdraw access at any time. You can keep up with the portfolio both online and through an app on your phone, and you'll receive regular 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.


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

Who We Serve

  • Baby Boomers
  • Couples
  • Democrats
  • Intergenerational Families
  • Living in Retirement
  • Widow
  • Women in Transition

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