My Mission

My team and I have a mission to create meaningful long lasting relationships built on trust and respect, that will allow clients to reach financial independence while continuing to stay focused on thier mission, vision, and values.    

                                                                                                          

About Andy

 

Beyond financial planning, Andy is passionate about a few things including his family, faith, the Dayton Community, and sports. Andy is married to his lovely wife Britt, and they are blessed to have a 6 month old son, Carter, who is destined to be a professional golfer. 

As a family, they attend St. Charles Church and rarely miss a Wright State basketall game.  Giving back to the community is important to Andy, as he serves Wright State Alumni Assosciation Board, Walnut Grove Country Club Board, Dayton Art Institute Assosciate Board, and is a member of the Dayton Downtown Rotary  Lastly, having earned the CFP® certification, Andy takes his role as wealth management advisor to hundreds of clients across the country very seriously and truly sees it as his calling.

 

 

Financial Planning for Business Owners

Business Markets Stratey mapWith a focused expertise on the business owner, Andy Platt can provide guidance for any stage of your business:

 

 

 

 

 

 

 

Andrew James Platt, CFP®, CLU®, ChFC®

Managing Director

Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck