Andy Baxley, CFP®, CIMA®

Sr. Financial Planner

|

Chicago

Phone:

312-664-4090

As a financial planner, I work with my clients to establish a clear vision for their ideal future, then leverage all their available resources to bring that dream to fruition. I derive immense satisfaction from seeing my clients experience the peace of mind that comes with financial security and the joy that flows from living in accordance with their most deeply held values and aspirations.  They say those who choose a career they love will never have to work another day in their lives, and this has certainly been true for me.  I believe thoughtful planning has life-changing potential, and I feel incredibly fortunate to have the opportunity to guide my clients on this journey. 

“The ability to do what you want, when you want, with who you want, for as long as you want, is priceless. It is the highest dividend money pays.” -Morgan Housel

As a Colorado native, I feel most alive when I’m enjoying nature with my wife and our extremely fluffy dog, Allan. Here in Chicago, we love to walk along Chicago’s beautiful Lakefront Trail and spend lazy afternoons swimming and reading at Promontory Point.  I also love traveling and spent much of my twenties living in Seoul, South Korea.

As a former teacher, I have a passion for learning and can often be found working my way through new degrees, designations, and courses.  I am proud to have recently completed Kansas State University’s master’s in personal financial planning with an emphasis on advanced financial planning and financial therapy.  Studying under some of the preeminent financial planning and financial therapy researchers has been an extremely rewarding intellectual journey. Currently I am working on the Certified Financial Transitionist designation, which will give me more tools to help clients going through life-altering periods of personal change.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Financial life planning, financial planning for academics, financial independence/early retirement, retirement planning

Education:

  • B.S. in Psychology, Colorado State University
  • Master’s in Financial Planning, Kansas State University
  • Certified Financial Planner®
  • Certified Investment Management Analyst®

Memberships: Financial Planning Association (FPA), National Association for Personal Financial Advisors (NAPFA)

Who inspires me: 

My wife, Yi, is the most thoughtful and inspiring person I’ve ever known. Meeting her was the best thing that ever happened to me.

My favorite things:  

A great book, a comfortable chair, and a hot cup of coffee

Favorite destination:  

Bali, Indonesia

My greatest extravagance (under $100):

My LL Bean moccasins. They are THE BEST.

Most effective saving tip:  

Spend generously on the people, experiences, and things you truly care about. Be frugal with all the rest.

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We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.