Bringing structure to complexity
and intention to wealth

Helping families turn their financial success into a legacy that endures

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ADVISORS SERVICES

Our highly experienced team delivers tailored solutions shaped by insight and driven by purpose.
Explore our services below.

Investment Management

Diversify, compound, and apply disciplined due diligence.

Income Tax Reduction

Consider strategies to help manage the impact of taxes on income and investments.

Risk Management

Plan for uncertainties with strategies designed to manage financial risks.

Asset Protection

Explore approaches that can help safeguard assets against potential claims.

Business Advisory

Guidance on entity structuring, business operations, and succession planning.

Retirement Strategies

Solutions to help prepare for retirement goals.

Estate Planning

Coordinate planning to help align assets with family and legacy goals.

Cash Flow Management

Provide tools and strategies to help monitor and manage cash flow.

Experienced Advisors Committed to Your Goals

When clients choose Andina, they engage with more than a financial advisor—they work with a team focused on thoughtful, long-term planning focused on client objectives. With years of experience across investment management, business and estate planning, and risk oversight, we offer an integrated approach designed to align with each client’s goals. Through access to a range of investment strategies and a disciplined planning process, our objective is to help clients navigate financial complexity with structure and perspective.

MEET THE TEAM

Family Office

Andina’s Family Office services extend beyond investment management to address the broader needs of families across generations.

Family Legacy Assets

Supporting family governance, shared values, and generational intent.

Financial Assets

Advising on ownership, growth planning, and succession strategies.

Operating Business

Advising on ownership, growth, and succession

Philanthropic Assets

Structuring charitable giving, including foundations and donor-advised funds, to reflect family goals.

Real Estate Assets

Providing oversight of acquisitions, holdings, and estate integration.

TAX PLANNING

Providing in-house tax planning and accounting oversight led by our CFO.

FAMILY OFFICE SERVICES

Comprehensive investment and balance sheet reporting

Tax preparation and administration

Trust & estate management

Philanthropic management

Bill-pay services

Succession planning

Household payroll and bookkeeping

Family governance and education

The Andina Advantage

At Andina, we integrate investment management with financial planning in a coordinated approach. Our goal is to align portfolio management with broader financial considerations, helping you address complexity with structure and perspective.
Your strategy. Our team. In alignment

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The stages shown are for illustrative purposes only and do not represent a guarantee of investment results or a specific path for any individual. Strategies are customized based on each client’s circumstances, goals, and risk profile. Andina Advisors does not provide legal advice.

Testimonials

“Andina has a very welcoming, friendly, and professional nature. They work with integrity to provide sound financial advice and guidance. Andina's up-to-date experience creates high trust in their financial advice. I highly recommend Andina and their services. I look forward to many more years working together.”

LANCE M., business owner

“Lance M.’s testimonial was provided as a “current client” on January 19, 2022. The client was not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.”
Testimonials

“We have been very pleased in working with Andina. They do an exceptional job in their advice and overall managing of our portfolio. We are impressed with the personal care and attention given to us. We are not a “large” or “premium” account, but we always feel that we are treated as such.”

PAUL & CARLA M., business owner

“Paul & Carla M.’s testimonial was provided as a “current client” on February 12, 2022. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.”
Testimonials

“Andina is so much more than just a wealth manager. Their network of quality professionals helps them help clients. After explaining a complex legal issue, they introduced me to legal professionals that they work with. In less than two months, we resolved an issue that I had been working on for five years. I'm so grateful for what they've done for me.”

SCOTT D., business owner

“Scott D.’s endorsement was provided by a “non-client” on February 12, 2022. The non-client was not compensated, nor are there material conflicts of interest that would affect the given endorsement. The endorsement may not be representative of the experience of current clients and does not provide a guarantee of future performance success or similar services.”
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Head Office:
2600 Executive Parkway Suite 451 Lehi, UT 84043
Hours: M–F 8am–5pm
(801) 653 0564
Branch Offices:
1300 N 200 E Suite 112
Logan, UT 84341
(435) 250 3700
617 N Vernal Ave Suite 4
Vernal, UT 84078
(435) 352 6030