Hello there! I’m Andrew, Founder and Owner of Lever Wealth Management. I am a Chartered Financial Analyst® Charterholder and CERTIFIED FINANCIAL PLANNER™ Professional who spent the last decade performing complex wealth and retirement planning for Ultra High Net Worth Families. In addition, I led investment strategy and research for the firm totaling right around one billion in assets. Prior to that, I was a bank examiner for the Office of the Comptroller of the Currency, providing regulatory oversight for Nationally Chartered Banks.

So, why start Lever Wealth Management? Three reasons:

1. I believe client outcomes come first, and one of the best safeguards is a cap on the number of clients an advisor can serve. Unfortunately, this is not the case in many firms.

2. I believe it is important to have a transparent pricing structure that minimizes conflicts of interest. In my opinion, having a flat fee that includes both planning and investments does this. However, this is not the case in the overwhelming majority of wealth management firms.

3. I believe simplicity is many times superior to complexity. Far too many firms rely on unnecessary complexity and proprietary products to give them job stability, hoping clients don’t ask pertinent questions. Frankly, that’s wrong.

So, I decided to make a change and be the solution for those who are looking to live their life freely and make an impact on others.

I have been married to my amazing wife Kerra for ten years, and we have two children Eli (4) and Amelia (1). We particularly enjoy traveling as a family to France and Hawaii, and are dedicated to our local church Encounter. Finally, I fell in love with Brazilian Jiu Jitsu many years ago, and am a purple belt that competes from time to time.

Hope to talk soon.

-Andrew