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

Good News for Our Clients

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

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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