ANDINA
Comprehensive Financial Planning and Portfolio Management
Experienced Advisors Committed to Your Goals
When our clients entrust us to partner with them in planning their future, they enjoy the Andina Advantage. We offer more than 100 years of combined experience in business planning, estate planning, risk management, and investment management. We provide a full range of investment options.
- You leverage our expertise and processes to add confidence, clarity, and direction to your financial future.
- We operate with a client-centered strategy for guidance from you on what really matters.
- Together, we are partners in your short-term and long-term goals.
Our Advantage for You
- Expertise in investments AND financial planning – we do both.
- Direction AND solutions via investments – we control both.
- You might think you need two firms but did we mention we provide both?
Andina Advisors Services
Andina Family Offices Services
What Our Clients Are Saying
Lance M.: "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 expertise 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.’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.”
Paul & Carla M.: "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 also 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.’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.”
Scott D.: "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.’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.”
Comprehensive financial planning to optimize your resources and returns and achieve your highest aspirations — whatever this means for YOU!
Head Office:
2600 Executive Parkway, Ste 451
Lehi, UT 84043
Hours: Monday-Friday
8:00am-5:00pm
Please click on the link to see Important Legal Notices, Disclosures and Terms of Use as well as Andina Capital Management, LLC Disclosure Brochure ADV Part 2A, Customer Relationship Summary (Form CRS) ADV Part 3, Andina Privacy Policy, and Sub Advisor Disclosure Brochures.
Andina Capital Management, LLC provides discretionary advisory services for a fee. Risks applicable to any portfolio are those associated with its underlying investments.
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