Andy Baxley, CFP®, CIMA®, CeFT®

Sr. Financial Planner





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, Yi, and our son, Bo. While a piece of my heart will always be in the Rocky Mountains, I’ve found much to love here in Hyde Park, Chicago. On any given Saturday, you’re likely to find us riding our bikes along Chicago’s beautiful Lakefront Trail, spending lazy afternoons with friends at Promontory Point, or taking a stroll to pick up treats at the 61st Street Farmer’s Market.

As a former teacher, I have a passion for learning and can often be found working my way through new degrees, designations, and courses. In 2021, I was proud to 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 was an extremely rewarding intellectual journey. Most recently, I completed the Certified Financial Transitionist designation, which equipped me with tools to help clients going through life-altering periods of personal change.


Affiliations: Fee-Only Planning

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


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

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.

Latest Posts

Take This Job, I’m Retiring

With an increasing contingency of employees opting for early retirement, Andy Baxley, CFP®, Sr. Financial Planner at our Chicago office, shares with Kiplinger a couple of keys areas to

Read More »

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