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Andy Baxley cfp

Andy Baxley, CFP®, CIMA®

Sr. Financial Planner

Chicago

As a financial planner, my most important responsibility is to help my clients formulate 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 exploring the Rocky Mountain wilderness with my wife and our 2-year-old bernedoodle, Allan. Here in Chicago, we love to ride our bikes along Chicago’s beautiful Lakefront Trail, usually stopping halfway for a tasty, highly caloric treat. I also enjoy 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. Early next year I will complete 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.

Credentials

Affiliations: Fee-Only Planning

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

Education:

  • B.S. in Psychology, Colorado State University
  • Master’s in Financial Planning, Kansas State University (anticipated Feb. 2021)
  • 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, hard-working 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):

A cup of coffee and a pastry at my favorite neighborhood coffee shop

Most effective saving tip:  

Align your spending with your values

50
Year Vision

Forward Looking

We make decisions with future generations in mind

100 Percent
Fee-Only

Fiduciary

We work directly for our clients and put client’s interests first

100 Percent
Independent

Objectivity

We listen and keep an open mind

10+ Years
Avg. Client
Relationship

Collaboration

We build powerful relationships by working towards common goals

1998
Year
Established

Responsibility

We hold ourselves accountable for pursuing the highest standards

232 Years
Combined
Experience

Wisdom

We learn and teach continuously

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