Andrew Ross, CFP®
Founder & Lead Advisor
I support our clients by serving as a dedicated financial guide to successful executives and business owners navigating the complexities of building and preserving wealth. My approach combines experience, technology, discipline, and a defined process to remove uncertainty from the financial picture. I spend time getting to know each client's story, help define their ambitions, and design a personalized plan with manageable next steps, so the path forward always feels clear and achievable. My promise is simple: I'll always be in your corner. That means showing up with responsiveness and empathy, anticipating needs before they arise, and grounding every recommendation in your values and your personal definition of success.
Our success comes from the relationships built on that foundation. Clients come to me facing real complexity — business transitions, concentrated wealth, competing priorities — and leave with a plan they understand and trust. That outcome, seeing someone move from uncertainty to confidence, is what drives this work.
My professional background includes graduating from Bentley University in 2008 with a BS in Corporate Finance and Accounting and earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. I'm a firm believer in continuous growth, and I'm always digging into new topics — from advances in financial planning to the evolving role of technology — to bring more value to the people I serve. I also provide pro bono financial planning through Advisors Give Back, an organization dedicated to helping individuals and families facing difficult financial circumstances.
Rounding out my life, my greatest passion is my family — my wife, Mariana, our two daughters, Olivia and Lucy, and our rescue dog, Oakley. Being a present, engaged husband and father is my top priority, and I find real joy watching my daughters discover their own passions. I'm also an avid cook who loves experimenting with new recipes and seeing the reactions of anyone brave enough to try the latest creation. When I'm not in the kitchen, fitness keeps me grounded and helps me show up fully for the people who count on me.
Ready to start a conversation?
Let's discuss how we can help you navigate your financial journey with confidence.