Andy Millard, CFP® Andy Millard Advisory, LLC

About Andy Millard, CFP®

I followed in my parents’ footsteps and started out as a public school classroom teacher, later becoming a principal. At age 37 I made the switch to financial planning, growing a successful practice which I sold in 2016 to run for Congress. That campaign, though unsuccessful, renewed my commitment to helping others put their Democratic values to work in their own lives.

Andy Millard Advisory leverages the ever-evolving landscape of socially-responsible investment options, giving clients the opportunity to express their ideals through their portfolio. What’s more, the latest financial technology allows us to streamline the client experience while managing multiple portfolios efficiently, freeing me up to use my extensive experience to help clients make smart decisions and grow their assets.

Read Andy’s blog here: https://www.andytheadvisor.com/blog-748672.html

Contact this advisor

Ideal Clients

  • Political Party Affiliation
  • SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)

Ways Advisor Charges

  • Flat Fee
  • Assets Under Management

Fee Options

  • Flat Fee: $250+/engagement
  • Assets Under Management: 0.75%

SEC Records

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