Andy Southworth, CFP®

Andy’s love of the financial markets began at about the age of 10, when his grandfather bought him three shares of Bob Evans stock.  He interned at a local Edward Jones office throughout college and graduated from Hanover College in 1999 with a degree in Business Administration.  He attended Bellarmine University to obtain his Certified Financial Planner (CFP) designation in 2007.

 

Andy takes pride in providing personalized financial guidance built around each client’s unique goals. He believes the best recommendations come from truly understanding a client’s full financial picture. Through the financial planning process, Andy helps clients clarify their priorities and develop a clear path forward — working side by side with them to turn their goals into results.

 

Andy resides in Oldham County with his wife Carrie, who is a local orthodontist.  They have three teenage boys that keep them busy with all their sports and activities.

 

When not in the office, you might find Andy on the pickleball court, in the mountains of North Carolina, or on an adventure with his family.  They love to travel (ask him about their recent trip to Iceland), hike, and spend time outdoors.