Role
Andy Barton became a CFP® professional because of his enjoyment for helping people reach their financial goals, and his knack for math. With over 15 years of experience navigating clients through financial planning, Andy specializes in helping individuals and couples who are in or approaching retirement. He provides guidance on Social Security, pension, and Roth Conversion decisions, while implementing a tax-efficient withdrawal strategy.
Background
Andy graduated from The Ohio State University with a degree in Financial Planning, and has been in the industry his entire career. He has held roles in many different aspects of the financial planning industry, including as Financial Advisor at a local RIA, Regional VP for a mutual fund company, and Head of Sales at a national fintech firm.
In his free time
When Andy is not providing financial advice, you can find him spending time with his family including his wonderful wife Ashley, their parents, siblings, nieces, and nephews, playing golf or pickleball, or cheering on his favorite teams: the Buckeyes, Browns, and Blue Jackets.