Bringing structure to complexity
and intention to wealth

Helping families turn financial success into a legacy that endures

ADVISORS SERVICES

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

Investment Management

Diversify, compound, and undertake rigorous due diligence.

Income Tax Reduction

Minimize the negative impact of taxes on your income, future income, and investment strategies.

Risk Management

Prepare for the unexpected and aim for more peace of mind.

Asset Protection

Minimize the damage that legal action could cause by protecting your assets.

Business Advisory

Get assistance at every step - entity structuring, business management, and the exit.

Retirement Strategies

Solutions for creating the Retirement plan you deserve.

Estate Planning

Design a lasting legacy for your loved ones through proper planning.

Cash Flow Management

Take control of your cash flow helping you live the lifestyle you've dreamed about.

Experienced Advisors Committed to Your Goals

When clients choose Andina, they gain more than a financial advisor—they gain a strategic partner committed to their long-term success. Backed by over a century of collective experience across investment management, business and estate planning, and risk oversight, our team delivers comprehensive solutions tailored to each client’s unique vision. With access to a full spectrum of investment strategies and a disciplined planning process, we provide the clarity, confidence, and direction needed to navigate complexity and achieve lasting results.

Family Office

Andina’s Family Office offering combines the discipline and sophistication of institutional wealth management with the tailored attention your family deserves. Our multi-disciplinary team provides strategic coordination across investments, estate structures, and generational planning—allowing you to focus on your greater vision while we manage the complexity behind the scenes.

Family Legacy Assets

Preserving values, vision, and generational intent

Financial Assets

Managing investments, liquidity, and portfolio strategy

Operating Business

Advising on ownership, growth, and succession

Philanthropic Assets

Structuring giving to maximize impact and purpose

Real Estate Assets

Overseeing acquisitions, holdings, and estate planning

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, you don’t have to choose between expert investment management and comprehensive financial planning—we deliver both, seamlessly. Our integrated approach ensures your portfolio aligns with your broader financial goals, so you can move forward with clarity, confidence, and control. One team. One strategy. Complete alignment.

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
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
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