Heritage Financial Consultants LLC

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.

Financial Planner

Andy's Automotive & Truck Services

Co-Founder

First Command Financial Services

Financial Advisor, Principal, & Back Office

Army National Guard

Military Intelligence Analyst

US Army

The Real Estate Professional's Financial Planner | Dad-Epreneur | Army Veteran

Growing up we didn't have much. I remember our family qualified for reduced-cost lunch at school.

Mom and Dad worked incredibly hard. Like most people in my family today, Dad was a blue-collar mechanic.

A close family friend was an Army recruiter and he planted a seed pretty much all my life that I would enter the Army one day.

So at 19, off I went.

Since then, I've moved 13 times in the last 15 years!

I am thankful for all the lessons and experiences one could only learn from changing positions that frequently. And at the same time, I'm beyond excited to have finally settled down... and in sunny paradise (Naples, FL) at that!

So how did I end up in finance? Oddly enough, I found my passion sitting in a FOB in Afghanistan.

I began reading finance books and started helping Soldiers open IRAs.

I never really expected to go into finance, but I had clearly found my life's calling.

Today, I am a CFP®(CERTIFIED FINANCIAL PLANNER™). 

I have had the privilege of managing $100 million in client assets as well as being recognized for building the top team of Financial Advisors.*

I am the proud father of two quickly growing young men, Aiden and Luke.

I have been married to my gorgeous and selfless wife, Catie, for 13 years.

Somehow, I've been fortunate enough to create a life for my family that we've always dreamed of.

And, now I get to spend my days helping clients do the same. I feel lucky to be able to even classify what I do as "work"!

If you're a real estate professional, you may find value in a working with me if:


➡️ You have a number of assets (including properties), but you don't know how they all work together within a financial plan

➡️ You have fluctuating cash flows or seasonal income which even for high producers can cause anxiety

➡️ Between your commission checks, properties, and other cash flows, you wish you Uncle Sam wasn't taking such a large chunk

➡️ You have questions about debt. Consolidate credit cards? Re-finance mortgages? Pay mortgages off early?

➡️ You want to increase your current wealth so as not to be stuck in the real estate rat race forever


We both know your clients are better off when they work with a professional. Let's chat so you can see the power of putting a financial professional on your team.

Copy & paste the link below 👇🏼

https://calendly.com/andyandrewsplanning/intro-call

*Awarded District Advisor of the Year by former broker First Command in 2020. Not applied for. Evaluated on performance, recruiting/retention, compliance.

Never let anyone stop you from chasing your dreams!

Celebrating my 12th year in Financial Planning.

Andy Andrews, CFP® RICP®

CERTIFIED FINANCIAL PLANNER | Speaker | Empowering Middle America to Build Wealth | Army Veteran

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