Andreas’s Approach
Andreas F. Shick
CFP®, EA, TPCP®
Financial Advisor / Member Owner
Overview
Andreas Shick serves as a financial advisor in our Grand Blanc, Michigan, office. Andreas is a CERTIFIED FINANCIAL PLANNER® professional who provides financial advice to individuals, business owners, and entrepreneurs, although he focuses most on tax planning. He is a Tax Planning Certified Professional® (TPCP®) and an Enrolled Agent (EA), licensed by the Department of the Treasury to practice before the Internal Revenue Service. Around the office, he is often referred to as “the tax guy.”
His interest in finance started early. Growing up in a family of six, he watched his parents work hard to stretch every dollar, an experience that shaped his desire to understand money and use it wisely. In 2008, his father lost his job in the automotive industry, and although Andreas was young, he remembers the uncertainty at home and the resolve it inspired in him to one day help others feel more financially confident.
During his early career, he explored investing on his own, including an eye-opening chapter with Bitcoin that taught him both the excitement and the risks of speculative investing. That experience pushed him to study traditional investing approaches and eventually opened the door to a career in financial planning and tax planning. He worked as an investment advisor with Grand Capital Advisors until it joined Savant in 2026.
Andreas earned a bachelor’s degree in chemical engineering with a minor in bioengineering from the University of Dayton in Ohio.
Born in Germany and the oldest of four siblings, Andreas enjoys spending time with his family, playing tennis and pickleball, traveling, gaming, reading, and riding jet skis.
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.
Education
- University of Dayton
Bachelor of Science in Chemical Engineering with a minor in Bioengineering
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Enrolled Agent
- Tax Planning Certified Professional®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.