Andrew Lippert, Cfa®, Cfp®, Ea is a Founder and Wealth Manager at Simplified Wealth. Colleagues describe him as "In an Industry that needs a modern-day facelift, Drew brings the tools needed to get the job done. His dedication to his craft is a refreshing breeze that reminds me that there are still business owners out there whom make it a priority to put the client's needs above the bottom line. Drew's expertise combined with his values allows for an efficient approach to Wealth Management that doesn't sacrifice the customer's best interest. His holistic approach is what anyone would want for their closest family member/loved one. Drew beautifully blends passion, utility, and ethics into his work. He is someone that no matter where he goes, success will follow.", "Drew and I met while we were preparing for the CFA program. It was great fun to work with Drew and I got great feedback from him which helped me throughout the program. I was instantly impressed by his discipline and his desire to learn new and complex concepts. Drew is genuinely passionate about helping clients be successful in their financial planning. Drew is one of those few people who is constantly looking for opportunities to make all parts of the financial planning process simpler and client friendly. Drew’s deep understanding of the financial planning process covering a wide range of topics such as taxes, estate planning, investing and portfolio construction coupled with his diligent and innovative approach is a great asset for clients looking for help in with their finances. Any client that works with Drew can be confident knowing that he is obsessed with being a true advocate and consultant for them.", and "I have worked with Andrew for the past 10 years in different capacities. I was impressed from day one with his work ethic, motivation to be successful, and deliver results. This drive was all done the right way through forging strong relationships, personalization, and doing things the right way! Andrew continues to impress me so many years later even as our careers have evolved significantly."