With more than 19 years of experience in financial planning and investment management, Andrew Widing has the accumulated knowledge and perspective to help you with your financial goals. Andrew understands the dynamics of wealth, how to help balance the complex forces at work and how to adapt intelligently as conditions change.
Andrew Widing’s highest priorities are mutual respect and cooperation with his clients, integrity in every aspect of their relationships and a long-term partnership with his clients to help them fulfill their life’s plans. Andrew's goal is to always give his clients quality advice and service.
When you work with Andrew, you have a trusted advisor who takes the time to listen and understand you needs, helps you clarify your goals and takes seriously the plan set forth for your money and investments.
As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. Andrew will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.
Andrew endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.
Based on what he learns about you and your goals and an analysis of the current financial markets, Andrew designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Andrew puts it into action and seeks opportunities to adapt to life changes and new goals.
Andrew began his career in financial services in 2004 and previously spent 18 years with Wells Fargo Advisors/Wachovia Securities. Today, Andrew provides financial and estate planning through the use of equities, fixed income securities, managed money, private equity and debt, insurance, 401(k) and ESOP plans, and 529 education savings plans and more through Raymond James.
A native of Columbus, Ohio, Andrew still resides there. He is a member of Upper Arlington Civic Association and previously served on the Upper Arlington Rotary, Treasurer of Upper Arlington Education Foundation, Treasurer of Upper Arlington’s Levy Campaign and Staff Parrish Relations Committee at his church. Away from the office, Andrew also enjoys exercising, coaching his two girls in sports and simply spending time with his family.