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, Walnt 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

Ask the Expert: What Impact Can North Korea Have on Your Portfolio?

In this month’s chat, we’re talking about political risk and your investments.

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Sharing Success

In 2017, Northwestern Mutual expects to again lead the industry in total dividends paid.

 

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