About Our Team
Andrew Eppes, CFP®
Managing Member
Andrew joined the financial services industry in 2011 after gaining valuable experience in education. He provides individualized financial guidance to DFW area families and owner-operated businesses. Andrew takes each of his clients through a thorough financial review, gets to know their specific financial goals, and carefully designs a plan to help them get where they want to go.
Andrew’s focus is around helping clients make sound financial decisions like helping to protect their family from the biggest financial risks and helping them understand sound principles of retirement savings and income generation.
Andrew has a BA from the University of Texas at Austin where he studied history, political science and economics. Andrew and his family of four live in the White Rock Lake area of Dallas, TX. They’re members Northwest Bible Church, avid Camp Gladiator campers, and in the summers, they like to get away to Lake Travis outside of Austin.
Recommendations
“My firm and I have worked with Andrew for quite some time. As a trusted advisor to our clients, we do not take referring someone lightly. Andrew has met that expectation and surpassed it time after time. His communication skills, thoroughness, and responsiveness make it easy to work with him and coordinate for the better outcome of our clients. Andrew has helped our clients plan for the future by giving them a roadmap to help them achieve their financial goals. He has and will continue to be a great resource for us.”
“We were introduced to Andrew after we purchased a life insurance policy and drew up a will due to the birth of our child. She turned 10 this week, so I guess our anniversary with Andrew is coming up soon. He’s a pleasure to work with, has the same values as our family and is very consistent in his approach to managing our finances. We look forward to Andrew’s visits and recommendations. He makes it look easy, but we know we would be lost without him.”
