I'm Andrew Flattery. Certified Financial Planner™ and Owner of Simple Wealth Planning.

After over a decade in financial advice, I've collected an abundance of insider strategies, tactics, and tools to help my clients break with convention and take action.

I offer Investment Management & Financial Planning Services for individuals and families who are playing the long game.

 - General  Highly specific to you
 - Product sales  Sound advice
 - Financial jargon  Plain english
 - Predictions  Lasting education
 - Hidden fees  Clear & concise fees
 - Complexity  Simplicity

No matter your starting point, we work together to secure you a financial future that fulfills your potential.

More About Me