Advisor Spotlight- Andy Richardt, CFP®
By Andrea Young on August 30, 2023
What’s your role at LWM?
I am a Senior Wealth Advisor focused on financial planning.
How important is overall financial planning with your clients?
The importance of financial planning can’t be overstated. Because financial success differs for each client, a personalized financial plan is crucial. The plan also needs to be flexible because life doesn’t always evolve how we expect.
What is your daily mantra – personally and professionally?
You are no better than anyone else and no one is better than you (John Wooden). Do your best each day and don’t be afraid to laugh at yourself.
Who are your clients?
I’m fortunate to work with clients who understand the value of planning and are just good people.
How do you incorporate the head and heart with your clients?
When building and implementing a financial plan, we always start with the heart – what are the goals that matter most to the client? Then, we bring in the head to create the plan to achieve those goals.
What is the biggest lesson you have learned in your career?
The importance of teamwork. Whether it’s collaboration with advisors and operations here at LWM or with clients, their attorneys and tax preparers, working together is the best path to success!
What is the most fun you have in your business?
Seeing clients achieve their goals is the most rewarding part of the job, but I also really love spending time with clients and catching up on their lives.
Do you have any hobbies and/or special interests?
When I’m not working with clients at LWM, I’m working with Minute Man Arc to develop new housing models for those with intellectual and developmental disabilities. I’m also chairman of the Miracle League of Massachusetts which provides opportunities for athletes of all abilities to play baseball.
To learn more about Andy Richardt, click HERE.
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