Andrew Richardson, CFP^®

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 align my time and money with my values and passions to Live a Richer Life?
My richer life is giving back to the community by supporting cancer research through Dana Farber and serving on the Board of Crite Park – where we honor local Boston Artist Allan Crite by renovating a South End Park. Personally, it’s quality time with family, which most often includes bike rides, playing golf, and Sunday mornings with my nephews. Lastly, my richer life is broadening my perspective and experiences through world travel.