Andre’s Approach
Andre Khalfayan
CPA/PFS, AEP®, MST
Managing Partner / Financial Advisor / Member Owner
Overview
Andre Khalfayan is a managing partner and financial advisor in our Middletown, Rhode Island, office, where he provides comprehensive wealth management, tax planning, and estate planning guidance for individuals, families, and businesses.
Andre helps clients navigate complex financial decisions through an integrated approach that aligns investment, tax, retirement, estate, and philanthropic planning strategies. He works closely with clients to create personalized plans designed to help preserve wealth, enhance financial efficiency, and support long-term goals.
As a Certified Public Accountant (CPA) with the Personal Financial Specialist (PFS) credential issued by the American Institute of Certified Public Accountants (AICPA), and as an Accredited Estate Planner® (AEP®), Andre offers deep knowledge across many areas of financial planning. His work includes wealth transfer strategies, charitable giving, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Andre has extensive experience in both financial planning and taxation. He served as the partner responsible for financial planning and tax services at Corrigan Financial from 1997 until the firm joined Savant in 2025. Earlier in his career, he practiced in public accounting, building a strong foundation in tax and financial advisory services.
Andre remains active in his professional and local communities. He’s a trustee of the Newport Hospital Foundation Board and is a member of the AICPA, the Rhode Island Society of Certified Public Accountants, the Financial Planning Association of Rhode Island, and the Estate Planning Council of Rhode Island.
He earned a bachelor’s degree in accounting from Salve Regina University in Newport, Rhode Island, and a Master of Science in Taxation (MST) with a concentration in financial planning from Bentley University in Waltham, Massachusetts.
Andre and his wife, Beth, have two children, Max and Alex. He enjoys golf, running, traveling, and spending time with his family.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Accounting & Consulting Services
Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
High-Net-Worth Divorce
Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Technology Professionals
Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.
University Wealth Management
Investment management and advisory services tailored to the unique needs of professors and other university professionals.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Education
- Salve Regina University
Bachelor of Science in Accounting - Bentley College
Master of Science in Taxation (MST) with a concentration in Financial Planning
Professional Designations
- Certified Public Accountant / Personal Financial Specialist
- Accredited Estate Planner®
- MST
Affiliations
- Newport Hospital Foundation Board – trustee
- American Institute of Certified Public Accountants (AICPA) – member
- Rhode Island Society of Certified Public Accountants (RISCPA) – member
- Financial Planning Association of Rhode Island – member
- Estate Planning Council of Rhode Island (EPCRI) – member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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