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Plan with Purpose
Prosper with Joy

Whether you’re preparing for retirement, seeking to create a reliable income stream during your golden years, or building a lasting legacy for your loved ones, it all starts with a plan.

Start Planning Your Future
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Are you confident about your financial future?

With a comprehensive financial plan in place, you may be able to let go of stress and live life to the fullest - confident you're prepared to pursue your goals, care for loved ones, and face life’s uncertainties with reassurance.

Who We Serve

With a comprehensive financial plan in place, you may be able to let go of stress and live life to the fullest - confident you're prepared to pursue your goals, care for loved ones, and face life’s uncertainties with reassurance.
Young Professionals
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The earlier you start, the greater your opportunity to grow wealth and build lasting financial confidence. We help young professionals create a clear plan to invest wisely, avoid common pitfalls, and lay the foundation for financial independence.

Pre-Retirees
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You’ve worked hard—now let’s make sure your money does too. We help pre-retirees shift from building wealth to preserving it, creating a clear plan for steady income, reduced risk, and a confident transition into the retirement you’ve envisioned.

Retirees
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Retirement isn’t the end of planning—it’s a new phase. We help retirees manage income, reduce risk, and adapt to life’s changes with confidence. Our ongoing guidance helps ensures your money continues working for you, supporting the lifestyle and legacy you’ve earned.

Business Owners
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Running a business leaves little time for personal finances. We help business owners build tax-efficient strategies, protect what they’ve built, and plan for a successful exit. With a clear financial roadmap, your business can fuel both growth today and confidence tomorrow.

Aerospace & Defense Employees
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You’ve built a career solving complex problems—your finances deserve the same precision.  Since 1987 we have worked closely with employees of Aerospace and Defense companies creating personalized strategies designed to maximize your savings, manage risk and prepare for a confident retirement.

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Why Andrews Wealth?

More than financial advisors — we’re your lifelong partners, guiding you toward financial confidence.

At Andrews Wealth, we don’t believe in one-size-fits-all financial plans. Your life, goals, and values are uniquely yours—and your financial strategy should be too. That’s why we take the time to listen first, understand what truly matters to you, and tailor our guidance accordingly.

Whether you’re navigating retirement decisions, managing investments, or preserving your legacy, we create personalized strategies designed to support your vision and adapt as life evolves. You’ll never feel like a number here—because to us, you’re family.

We understand true financial prosperity extends beyond any one individual topic. Our comprehensive approach to wealth management encompasses each aspect of your financial life – from investment management and retirement strategies to estate, tax and risk planning.

By understanding your unique circumstances, we craft a personalized roadmap empowering you to reach for your dreams.

As your financial guides for over 40 years, we are committed to walking alongside you throughout your entire journey. 

We take great pride in experiencing life alongside you and are committed to evolving your plan as your life flourishes in new and beautiful ways.

Meet your Financial Guides

Aiming to go beyond traditional advisory roles, Joel and Ben serve as your financial guides and partners - committed to educating those they serve in order to best deliver clarity, confidence, and reassurance. For more than 40 years, their expertise has guided families through both times of uncertainty to life’s happiest moments. Whether planning for your retirement income, a wedding for a grandchild, or a legacy for generations to come - Joel and Ben aim to deliver the insights you need for enduring financial independence. Let's shape your financial future together.

Joel D. Andrews

Financial Advisor

Benjamin J. Andrews

Financial Advisor

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Your Journey to Confidence

Discovery Meeting

We begin with a warm, no pressure conversation to understand your goals, concerns, and financial priorities.

Analyze & Design

We review your current financial picture and develop a personalized plan and investment strategy tailored to your needs.

Review & Implement

We walk through your custom plan together, refine where needed, and help you implement investment and planning recommendations.

Review & Adjust

We stay with you every step of the way—conducting reviews scheduled at your desired frequency to track progress toward your defined objectives and suggest any changes where needed.

Your Future Depends on Now

With a comprehensive financial plan in place, you may be able to let go of stress and live life to the fullest – confident you’re prepared to pursue your goals, care for loved ones, and face life’s uncertainties with reassurance.

Start Planning Your Future
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.