Andy Millard, CFP®
Friendly, experienced, affordable and accessible.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Andy Millard Advisory
Andy Millard, CFP®
Rate this
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 4, 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.
Get to Know Certified Financial Planners & Find a CFP
Should You Hire an XY Planning Network (XYPN) Financial Advisor?
Looking for a Financial Advisor in Tryon, North Carolina?
Looking for a Financial Advisor in Hendersonville, North Carolina?
Looking for a Financial Advisor in Columbus, North Carolina
Looking for Financial Advice for Widows? Meet Financial Advisors Who Help Women After the Loss of a Spouse
Find Your Purpose in Life After Retirement and the Financial Advisors for Retirees who Can Help
Are You Looking for a Socially Responsible Investment Advisor?
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, and potentially their profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
Leave a Reply