Andrew M. Niemoeller
CFP®
Financial Advisor
My goal is to help simplify the complexities of personal finance, and I am privileged to partner with clients to pursue their ideal futures.
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Education &
Affiliations &
Andrew is a financial advisor in Savant’s Chicago Loop and Chicago Northcenter offices.
As a CERTIFIED FINANCIAL PLANNER® professional, Andrew is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Andrew has been involved in the financial services industry since 2023. Prior to joining Savant, he completed two internships at a nationwide bank in their wealth management and investment services department.
Andrew serves on the Children’s Research Fund junior board for Lurie Children’s Hospital. He earned a bachelor of business administration degree in both finance and risk management from the University of Wisconsin-Madison.
Originally from Milwaukee, WI, Andrew enjoys traveling with friends and attending sporting events and concerts.
Education &
Designations
- University of Wisconsin-Madison
Bachelor of Business Administration in both Finance and Risk Management - CERTIFIED FINANCIAL PLANNER® professional
Affiliations &
Community Service
- Children’s Research Fund, Lurie Children’s Hospital – junior board member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® 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.