Andrew Richardson, CFP®, CIMA®

Lead Advisor | Boston | 617.941.5646

How do I help clients live a richer life?
As a member of the Personal CFO team, it brings me great professional satisfaction to provide peace of mind in the face of life’s evolving circumstances. Through listening intently and asking thoughtful questions, my goal is to ensure our client’s balance sheets stay aligned with their unique values and goals. I am proud to work for a firm that is held to the Fiduciary standard and is focused on providing a remarkable client experience.

How do I spend my time outside of Brighton Jones?
My time outside of Brighton Jones is spent with close friends and family. After several years living in Santa Monica, I am thrilled to return to my hometown of Boston. I enjoy the North Shore beaches, spending time on the Cape, and exploring new bike routes and golf courses around Boston. My family and I support the Dana Farber Cancer Institute by raising money and riding in the Pan Mass Challenge each year, a 200-mile bike race across Cape Cod.