Andrew Silver, CFP®
- 200 Campus View Blvd Suite 200 , Columbus, OH 43235
- (614) 881-1500
- https://www.concordiawp.com
About Andrew Silver, CFP®
Andy joined the financial services and planning industry in 1999 shortly after graduating from Villanova University. In his early career, he joined a team of like-minded professionals who traveled throughout the USA consulting and teaching financial planners about the benefits of running fee-only, fiduciary practices, and shared comprehensive planning techniques to help them become better financial planners. After years of seeing clients’ experiences enhanced through consulting to planning firms, Andy felt compelled to start helping clients directly. Starting 2009 as an independent, fee-only financial planner, he has helped hundreds of individuals, families, and businesses throughout the United States and Puerto Rico achieve their financial goals.
Andy maintains the professional credentials of the Certified Financial Planner(™) and a Masters in Business Administration. He enjoys traveling, visiting other cultures and is not scared of trying new and interesting cuisine. Andy is an avid guitar enthusiast and volunteers in his church’s worship band weekly. When he isn’t developing financial planning strategies for clients, traveling, or worshiping The Lord, he loves to spend quality time with his wonderful wife, Silvia, and baby boy, Luke.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Business Executives
- Business Owners
- Gen X
- Medical Professionals
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $100+/mo
- Quarterly Fee: $300+/qtr
- Flat Fee: $1,200+/engagement
- AUM: 0.30%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
