Edwin Andrews, CFP®, QPFC®
Co-Founder, Wealth Advisor

Retirement income planning and investment management, for families who want the whole picture kept in view.
Ed Andrews has advised clients since 1987, building a loyal client base that sometimes spans generations. Many clients refer friends and family to him.
He holds a master’s degree in business administration and is a CERTIFIED FINANCIAL PLANNER® professional, a designation that requires him to meet the rigorous education, examination, experience, and ethical standards established by the CFP Board.
The Qualified Plan Financial Consultant (QPFC) designation is a professional credential issued by the National Association of Plan Advisors (NAPA). It is designed for financial advisors, consultants, and retirement industry professionals who advise, market, or support qualified employer-sponsored retirement plans.
He focuses on retirement income planning and investment management: determining when clients can retire, how much they can spend, and how to structure their portfolios to fund retirement.
CFP®
QPFC®
CA Insurance License #4128268
Series 7, 63, 65
Ed’s passion for community and leadership extends well into his personal life. A dedicated boater and proud owner of a 1951 Chris-Craft Holiday, he regularly enters maritime shows up and down the East Coast. Ed’s commitment to the boating community includes serving as president of the Antique & Classic Boat Society International and holding a Life Membership with the United States Power Squadrons—reflecting a lifelong dedication to service, expertise, and tradition.

