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
- 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 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.
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
Who 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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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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