Andy Smith
CFP®, CIMA®
Here to act in your best interests
About me
I love what I do: I get to help people plan for, and work hard to realize, the dreams and goals they've set for themselves over the course of their lifetime.
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst®
Education
Bachelor of Arts, Secondary English Education - Purdue University
Visit one of our Locations
Indianapolis I - Indianapolis
8555 River Road
Suite 350
Indianapolis, IN 46240
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
Certain services provided on an educational and guidance basis only.