My Mission

My team and I have a mission to create meaningful, long-lasting relationships built on trust and respect, that will allow families to reach financial independence while they spend their life living today.



Having been in the industry for over a decade, Andy understands the importance of planning and the impact it has on those he meets. His practice focuses on holistic planning to provide financial security with emphasis on goal setting and retirement planning. He is proud to offer his expertise to many friends, family, physicians, executives, and business owner throughout the country. Being an Alter High School and Wright State graduate, Andy is passionate about making Dayton the most financially secure region in America.


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

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

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

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

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


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