Andrew’s Approach
Andrew J. Parsons
CFP®, CIMA®, MBA
Financial Advisor / Member Owner
Overview
Andrew “Andy” Parsons is a financial advisor in Savant’s Middletown, Rhode Island, office who helps clients navigate complex financial planning decisions and build strategies designed to support their long-term goals.
Involved in the financial services industry since 1990, Andy provides comprehensive financial planning and investment guidance. As a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® (CIMA®), he works with clients on wealth transfer and charitable giving strategies, proactive tax planning, retirement planning, retirement income optimization, cash flow projections, insurance analyses, debt management, and education funding.
Before joining Savant in 2025 through the firm’s partnership with Corrigan Financial, Andy served as chief compliance officer and investment advisor at Corrigan Financial. Earlier in his career, he worked as a vice president and executive relationship manager for a global financial services firm.
Andy remains active in his profession and community as a member of the Financial Planning Association of Rhode Island and the American Diabetes Association New England office.
He earned a bachelor’s degree in finance from the Carroll School of Management at Boston College and a Master of Business Administration (MBA) from Babson College in Wellesley Hills, Massachusetts.
When he’s away from work, Andrew enjoys outdoor activities, particularly fishing and golfing, and spending time with family and friends. He and his wife, Lisa, have three children.
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
- Boston College, Carroll School of Management
Bachelor of Science in Finance - Babson College
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Certified Investment Management Analyst®
Affiliations
- Financial Planning Association of Rhode Island – member
- American Diabetes Association New England Office – member
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.