Our financial advisor in Franklin, TN has made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Tennessee and deliver portfolio management, financial planning, and retirement planning services to local families and business owners.
Andrew has been in the financial services industry since 2006. His early career catered mostly to institutional investors before starting as an independent financial advisor in 2014. He graduated from Grand Canyon University, Colangelo College of Business, with a Bachelor of Science in Marketing.
Serving his community and helping others, Andrew is a member of the Parish Finance Council at St. Julie Billiart Catholic Church. In addition, he serves on the board of directors at the Young Investors Society.
Independent Wealth Advisor
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
The WealthSource advisor team in Franklin is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022
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