Well-Rounded Success

"My goal is to make Financial Planning fun! My behavioral-finance style focuses on helping you define your own definition of success, make good decisions, and to also be philanthropic while on your journey. I'm a millennial helping millennials as an independent fee-only CERTIFIED FINANCIAL PLANNER™ who acts as a fiduciary - meaning I put my client's interests before my own." - Dan Andrews, CFP®

Our Team

Dan Andrews

Leader & a CERTIFIED FINANCIAL PLANNER™ Professional

My life changed when I defined my personal version of success. Living an intentional life to pursue Well-Rounded Success improved everything about my life and I find it important to encourage others to pursue a well-rounded life responsibly while giving back along the way.

Background: Financial Services, Hospitality, & Philanthropy

Hobbies: Disc golf with my dog Bogie, unplugging, postcards, traveling, and spending time with my lovely fiancée.

Quirks: I’m a proud corny joke enthusiast and am passionate about the historical Disney brand.

Please Contact Dan to get in touch.

How About You?

Partner

Here's a breakdown for what I'm looking for in the person to join Well-Rounded Success:

An Analytical Mind for Business Development
Current Skills - or Determined to Obtain Skills - in:

Taxes
Compliance
Accounting

Strong personality to contribute, self-start projects, keep us on-track, and complement Dan's skills to grow Well-Rounded Success

Click Here For a More Detailed Job Description

Please Contact Dan to learn more.