Andrew’s Approach
Andrew Burian
CFP®, MBA
Financial Advisor
Overview
Andrew “Andy” Burian is a financial advisor based in our Doylestown, Pennsylvania, office, where he focuses on helping senior-level executives of public companies navigate the complexities of stock-based compensation and comprehensive financial planning.
Involved in the financial services industry since 2015, Andy works closely with executives facing intricate planning challenges tied to equity compensation, tax strategy, and long-term wealth goals. As a CERTIFIED FINANCIAL PLANNER® professional, he supports clients across all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income structuring, insurance needs analysis, debt management, and education funding strategies.
Before joining Savant, Andy built a broad foundation in the financial services industry through roles in investment operations at a national bank and as a consultant providing financial planning analysis for small- and mid-sized Fortune 500 companies. His background allows him to bring both analytical rigor and practical insight to client relationships.
Andy earned a bachelor’s degree in finance and economics from the University of Delaware and a Master of Business Administration (MBA) from Temple University in Philadelphia.
Andy lives in Bucks County, Pennsylvania, with his wife, Carrie, and their two children. He enjoys staying active by playing golf, attending sporting events, traveling, and spending time outdoors with family and friends. A lifelong Philadelphia sports fan, Andy rarely misses a chance to support his hometown teams.
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
Education
- University of Delaware
Bachelor of Science in Finance and Economics - Temple University
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® 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.