“The best way to predict your future is to create it.” – Alan Kay
Create Your Path
to your
Financial Future
Comprehensive financial planning
focused on your resources and returns.
SCHEDULE YOUR CALLComprehensive financial planning focused on your resources and returns.
SCHEDULE YOUR CALLConsulting
We discuss your dreams and goals to understand how you want your future to appear. Then we begin the process of helping you move towards them.
Planning
Comprehensive planning entails all financial elements. From taxes to estate planning to investments & everything between, our team will steward you through our advanced services.
Strategy
Andina Advisors helps you align your financial expectations with your risk levels using diversified portfolios developed just for you.
Support
When market fluctuations or life circumstances change, leaving you worried and unsure where to turn, let Andina Advisors be the first call you make.
YOUR FUTURE STARTS TODAY
Build A Financial Picture That Fits
Your Goals
When it comes to your financial future, your goals are unique, special, and personal to you. They likely involve security and peace of mind. The last thing you would want is to be limited because of a misstep along the way that leaves you thinking, “This is not what I expected.”
Ask yourself, “What is the next step to achieve my dreams?” That step can start now. You deserve to succeed at retirement and that involves strategic comprehensive financial planning. Andina Advisors can help you examine your future, creating peace of mind today.
SCHEDULE YOUR CALL
YOUR FUTURE STARTS TODAY
Build A Financial Picture That Fits Your Goals
When it comes to your financial future, your goals are unique, special, and personal to you. They likely involve security and peace of mind. The last thing you would want is to be limited because of a misstep along the way that leaves you thinking, “This is not what I expected.”
Ask yourself, “What is the next step to achieve my dreams?” That step can start now. You deserve to succeed at retirement and that involves strategic comprehensive financial planning. Andina Advisors can help you examine your future, creating peace of mind today.
SCHEDULE YOUR CALL
“Your future rests on the decisions you make today.
Eric Barlow, Managing Partner, Andina
“Your future rests on the decisions you make today.
Eric Barlow, Managing Partner, Andina
WHO WE ARE
Experienced Advisors Committed to Your Goals
When our clients entrust us to partner with them in planning their future, they enjoy the Andina Advantage. We offer more than 100 years of combined experience in business planning, estate planning, risk management, and investment management. We provide a full range of investment options.
- You leverage our expertise and processes to add confidence, clarity, and direction to your financial future.
- We operate with a client-centered strategy for guidance from you on what really matters.
- Together, we are partners in your short-term and long-term goals.
WHO WE ARE
Experienced Advisors Committed to Your Goals
When our clients entrust us to partner with them in planning their future, they enjoy the Andina Advantage. We offer more than 100 years of combined experience in business planning, estate planning, risk management, and investment management. We provide a full range of investment options.
- You leverage our expertise and processes to add confidence, clarity, and direction to your financial future.
- We operate with a client-centered strategy for guidance from you on what really matters.
- Together, we are partners in your short-term and long-term goals.
OUR APPROACH
The Andina
Advantage
We use our experience and our expansive offerings to develop a customized approach to try to match your aspirations.
With a world of information available at a keystroke, you may feel you should be able to handle your own financial life. Andina Advisors has a sophisticated financial planning and investment portfolio management process that doesn't rely on internet guesswork and still puts you in the driver's seat for thoughtful portfolio structure.
We don't accept a plug-and-play attitude of complacency but do realize that the only constant thing is change. This can even apply to your ever-evolving financial needs. We remain active partners along your path, ready to adjust as your vision or finances change.
Our advantage for you:
- Expertise in investments AND financial planning – we do both.
- Direction AND solutions via investments – we control both.
- You might think you need two firms but did we mention we provide both?
OUR APPROACH
The Andina Advantage
We use our experience and our expansive offerings to develop a customized approach to try to match your aspirations.
With a world of information available at a keystroke, you may feel you should be able to handle your own financial life. Andina Advisors has a sophisticated financial planning and investment portfolio management process that doesn't rely on internet guesswork and still puts you in the driver's seat for thoughtful portfolio structure.
We don't accept a plug-and-play attitude of complacency but do realize that the only constant thing is change. This can even apply to your ever-evolving financial needs. We remain active partners along your path, ready to adjust as your vision or finances change.
Our advantage for you:
- Expertise in investments AND financial planning – we do both.
- Direction AND solutions via investments – we control both.
- You might think you need two firms but did we mention we provide both?
OUR SERVICES
We Champion the Bold to Achieve the Extraordinary
Your future is our #1 priority. With sophisticated offerings combined with comprehensive planning, Andina Advisors can help you take your portfolio to the next level, keeping your short- and long-term goals in mind.
Retirement Strategies
Create the relaxing retirement you deserve.
Income Tax Reduction
Minimize the negative impact of taxes on your income, future income, and investment strategies.
Investment Management
Diversify, compound, and undertake rigorous due diligence.
Estate Planning
Design a lasting legacy for your loved ones through proper planning.
Life Insurance & Risk Management
Prepare for the unexpected and aim for more peace of mind.
Cash Flow Management
Take control of your cash flow helping you live the lifestyle you dreamed about.
Asset Protection
Minimize the damage that legal action could cause by protecting your assets.
Business Advisory
Get assistance at every step - entity structuring, business management, and the exit.
OUR SERVICES
We Champion the Bold to Achieve the Extraordinary
Your future is our #1 priority. With sophisticated offerings combined with comprehensive planning, Andina Advisors can help you take your portfolio to the next level, keeping your short- and long-term goals in mind.
Retirement Strategies
Create the relaxing retirement you deserve.
Income Tax Reduction
Minimize the negative impact of taxes on your income, future income, and investment strategies.
Investment Management
Diversify, compound, and undertake rigorous due diligence.
Estate Planning
Design a lasting legacy for your loved ones through proper planning.
Life Insurance & Risk Management
Prepare for the unexpected and aim for more peace of mind.
Cash Flow Management
Take control of your cash flow helping you live the lifestyle you dreamed about.
Asset Protection
Minimize the damage that legal action could cause by protecting your assets.
Business Advisory
Get assistance at every step - entity structuring, business management, and the exit.
Looking for A
Financial Firm?
Looking for A
Financial Firm?
“The best way to predict your future is to create it.” – Alan Kay
YOUR PLAN TO
Create A Successful Future
SCHEDULE A
COMPLIMENTARY CALL
Schedule a call so we can get to know you and your goals.
DEVELOP A
PERSONALIZED PLAN
We will help you create a plan focused on your long & short term goals.
EXECUTE
YOUR PLAN
Control your resources to influence your returns.
CELEBRATE
Enjoy the tranquility of creating a financial plan and a suitable investment portfolio.
YOUR PLAN TO
Create A Successful Future
SCHEDULE A
COMPLIMENTARY CALL
Schedule a call so we can get to know you and your goals.
DEVELOP A
PERSONALIZED PLAN
We will help you create a plan focused on your long & short term goals.
EXECUTE
YOUR PLAN
Control your resources to influence your returns.
CELEBRATE
Enjoy the tranquility of creating a financial plan and a suitable investment portfolio.
TESTIMONIALS
What Our Clients Are Saying
We help you build a financial picture that fits your goals through our expansive offerings and experienced advisors.
"We have been very pleased in working with ANDINA. They do an exceptional job in their advice and overall managing of our portfolio. We are also impressed with the personal care and attention given to us. We are not a “large” or “premium” account, but we always feel that we are treated as such."
“Paul & Carla M.’s testimonial was provided as a “current client” on February 12, 2022. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.”
Paul & Carla M.,
Client, February 12, 2022
"Andina has a very welcoming, friendly and professional nature. They work with integrity to provide sound financial advice and guidance. Andina’s up-to-date expertise creates high trust in their financial advice. I highly recommend Andina and their services. I look forward to many more years working together.”
“Lance M.’s testimonial was provided as a “current client” on January 19, 2022. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.”
Lance M.,
Client, January 19, 2022
"Andina is so much more than just a wealth manager. Their network of quality professionals helps them help clients. After explaining a complex legal issue, they introduced me to legal professionals that they work with. In less than two months, we resolved an issue that I had been working on for five years. I’m so grateful for what they’ve done for me."
“Scott D.’s endorsement was provided by a “non-client” on February 12, 2022. The non-client was not compensated, nor are there material conflicts of interest that would affect the given endorsement. The endorsement may not be representative of the experience of current clients and does not provide a guarantee of future performance success or similar services.”
Scott D.,
Non-client, February 12, 2022
TESTIMONIALS
What Our Clients Are Saying
We help you build a financial picture that fits your goals through our expansive offerings and experienced advisors.
"We have been very pleased in working with ANDINA. They do an exceptional job in their advice and overall managing of our portfolio. We are also impressed with the personal care and attention given to us. We are not a “large” or “premium” account, but we always feel that we are treated as such."
“Paul & Carla M.’s testimonial was provided as a “current client” on February 12, 2022. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.”
Paul & Carla M.,
Client, February 12, 2022
"Andina has a very welcoming, friendly and professional nature. They work with integrity to provide sound financial advice and guidance. Andina’s up-to-date expertise creates high trust in their financial advice. I highly recommend Andina and their services. I look forward to many more years working together.”
“Lance M.’s testimonial was provided as a “current client” on January 19, 2022. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.”
Lance M.,
Client, January 19, 2022
"Andina is so much more than just a wealth manager. Their network of quality professionals helps them help clients. After explaining a complex legal issue, they introduced me to legal professionals that they work with. In less than two months, we resolved an issue that I had been working on for five years. I’m so grateful for what they’ve done for me."
“Scott D.’s endorsement was provided by a “non-client” on February 12, 2022. The non-client was not compensated, nor are there material conflicts of interest that would affect the given endorsement. The endorsement may not be representative of the experience of current clients and does not provide a guarantee of future performance success or similar services.”
Scott D.,
Non-client, February 12, 2022
DECADES OF EXPERIENCE
Meet the Andina Team
Comprehensive Financial Consulting
Advising on all aspects of your financial situation to provide true peace of mind.
Dedicated Investment Committee
We have over 100 years of combined experience and meet weekly to review the economy and the markets.
Experienced Business Advisory
We have assisted over many business owners with various aspects of establishing, developing, and exiting their businesses.
DECADES OF EXPERIENCE
Meet the Andina Team