Andrew joined Bluestone Wealth Partners / LPL Financial in August 2023. He brings 24 years of experience in the financial services industry. He has worked as a financial advisor with both Morgan Stanley and JP Morgan. In addition to working with investors he has also instructed other financial advisors on operating financial planning software. He obtained his Certified Financial Planner designation in 2008. Andrew's passion is working with individuals and couples planning for retirement and creating distribution strategies that will not only last their lifetime, but also allow them to leave a legacy for future generations.
Andrew is a graduate of Penn State University with a Bachelor of Science and Case Western University where he was awarded a Masters of Business Administration as well as the Heart and Soul Award.
When not at work, Andrew enjoys time with his family. He has served as a volunteer coach in the Dublin Soccer League and is an active member of St Brigid of Kildare. Andrew has a great interest in working with youth to enable them to understand responsible money management and to that end has given presentations to middle school students. His interests include cycling and all things outdoors and his favorite family vacation destinations are Orlando, FL and Cape May, NJ.
Bluestone Wealth Partners is dedicated to helping people accumulate wealth and preserve it. We are committed to listening to our clients, understanding their current situation and learning about their goals for the future. We help bring to their attention ideas and solutions befitting their needs, and importantly guide them to take action towards a more secure future for their families and their legacy.
Our clientele consists of professionals and retirees who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Many of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning.
General Information |
| Firm Start Year: | 2016 | |
| Number of Years with Current Firm: | 1 |
| Advisory Services Provided: | Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, 401K Rollovers, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning |
Firm Information |
| Advisor's Number of Clients: | 87 |
| Advisor's Number of Managed Clients: | 55 |
| Advisor's Number of Planning Clients: | 50 |
| Assets Managed by Advisor: | $72,000,000 |
Education |
| Bachelor of Science | Penn State Univeristy - State College, PA 01/1992-05/1993 |
| MBA - Business Administration | Case Western Reserve University - Cleveland, OH 08/1997-05/1999 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Disclaimer |
| Securities offered through LPL Financial, Member FINRA & SIPC.. Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners. Advisors with the Agriesti Team offer advisory services through Gladstone Institutional Advisory, doing business as Bluestone Wealth Advisors. LPL Financial is a separate Entity from Gladstone Institutional, Bluestone Wealth Partners, and Bluestone Wealth Advisors. |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
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| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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