Basic Information
-
Company
Fiduciary Financial Advisors -
Phone
(704)443-8218 -
Email
Andrew.vanalstyne@ffadvisor.com -
Describe How You Would Like To Be Introduced Via Email
Andrew specializes in helping both families and small business owners manage their finances and grow their wealth. With a proven track record of delivering personalized financial strategies and excellent client service, Andrew is dedicated to ensuring your financial success and peace of mind.
I believe you will greatly benefit from Andrew's expertise and thoughtful approach to wealth management. I highly recommend setting up a time to discuss how he can assist you in achieving your financial goals.
Feel free to reach out to Andrew directly at andrew.vanalstyne@ffadvisor.com or (704)443-8218. I’m confident you’ll find the conversation both valuable and enlightening. -
What is your "why"? Why do you do what you do?
My journey into wealth management was shaped by poignant experiences that underscored the importance of proper financial planning. I had grandparents on both my mother's and father's side who did everything they were supposed to do to "live the American dream". They worked hard their entire careers, lived within their means, and saved the rest; all to see most of their savings evaporate on them when their health took a turn for the worse later in life. This ate away at nearly all of their life savings that they were hoping to pass on to their heirs, fortunately, there were plenty of fond, experiential memories that were able to more than compensate for the lack of proper estate planning.
Conversely, my interactions with affluent families revealed another sobering reality: the challenges faced by subsequent generations in managing inherited wealth. Too often, I've seen families ill-prepared to navigate the complexities of wealth transfer, resulting in squandered legacies and lost opportunities. It's this stark contrast between the dreams deferred and the potential unrealized that fuels my passion for wealth management.
I'm driven by a desire to break the cycle of financial unpreparedness and ensure that families can secure their legacies for generations to come. By providing guidance in family governance, fostering financial literacy, and cultivating healthy financial habits, I strive to empower families to transcend mere wealth accumulation and truly thrive across generations.
My story is not just one of personal reflection but a call to action. Through my work, I seek to transform the narrative of financial uncertainty into one of enduring prosperity and generational success. As a guest on your podcast, I aim to share insights, strategies, and real-world experiences that resonate with your audience and inspire positive change. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1) Are you ready for someone to help you with all aspects of your financial life?
2) How confident are you that you will be able to achieve your future goals with your current financial plan?
3) Has a financial advisor ever reviewed your tax planning with you? -
Unique Selling Proposition
My practice aims to help clients with all financial matters, easing the burden of my clients in having to find a handful of professionals to assist them. What sets me apart is my dedication to building genuine relationships, treating clients like trusted friends, and fostering collaboration towards shared financial goals -
Profession
Financial Services -
Title
Wealth Manager -
Hobbies and interest
Outside of work, I enjoy traveling, dining out, and golf. But most of all I strive to spend as much time with my family as possible and letting my children enjoy all that life has to offer. -
Website
forfiduciary.com/meet-andrew-van-alstyne
Contact Information
-
City / Town
Waxhaw -
State
North Carolina -
Zip
28173 -
Country
United States -
Google Business Review URL
https://g.co/kgs/gfXwQyF -
Facebook Business Page URL
https://www.facebook.com/AndrewVanAlstyneMBA/ -
LinkedIn Profile
https://www.linkedin.com/in/andrew-van-alstyne/
Education
-
College / University
Purdue University Global