Andrew P. Wilson

Co-Founder Lighthouse Financial Advisors, Inc.

Phone: 301-865-9740
Fax: 301-865-9741
E-mail: andy@lighthousefinancialadvisors.com

 

 

 

 

 

 

Andrew P. Wilson, CFP®
Co-Founder, Lighthouse FAndrew Wilsoninancial Advisors, Inc.
 

After just a few short years in the industry, CERTIFIED FINANCIAL PLANNER™ professional Andy Wilson had a dream to create an independent financial advisory firm that would provide completely unbiased financial advice. This meant no proprietary products – no ties to Wall Street firms – and no pressure to recommend the latest “hot” stock to his clients. Quickly tiring of working for firms that were more interested in marketing a product than doing what was in the client’s best interest; Andy realized his dream in 1992 and joined with his longtime business partner Tom Kozlowski to co-found Lighthouse Financial Advisors, Inc. Andy now uses his years of experience to guide individuals, families, and businesses through the ever-changing financial planning landscape with unbiased advice driven by his client’s needs.

Andy came to Maryland in 1984 from his home town of Windsor, Ontario in Canada, having been recruited on a lacrosse scholarship by Loyola College in Baltimore, Md. In 1988, he received his bachelor of arts degree in Economics from Loyola College and upon graduation joined a national financial services firm marketing tax sheltered annuities to teachers in Prince George’s County. Influenced by his in-laws, who both hold their Certified Financial Planner™ certification, Andy enrolled in the College of Financial Planning and received his CFP® certification in 1994.

For over a decade now, Andy has had the opportunity to work with a broad range of clientele. His expertise with the retirement options available to Maryland teachers allows him to continue to assist teachers from the Montgomery, Howard, Carroll, Prince George’s, and Washington County school systems. As a benefits consultant to Washington County Hospital and Antietam Health Services, Andy has also had the privilege of meeting the planning needs of numerous health care professionals, including doctors, surgeons, nurses, and support staff. In addition, Andy’s services are in demand by employees and retirees from such corporations as Verizon, General Growth Properties, Time Warner, General Dynamics, Mack Truck, and other Fortune 500 companies.

Andy attributes the continued growth of Lighthouse Financial Advisors, Inc. to its adherence to a solid financial planning process. He finds great reward in knowing that his firm is not swayed by the direction of the financial markets. Instead, it has remained committed to “staying the course” for its clients, focusing instead on the development of sound, long-term financial plans. This, Andy says, is the driving force behind what has allowed Lighthouse Financial Advisors, Inc. to become the firm he always dreamed of.

Andy lives in Glenwood, Md. with his wife Melissa; their daughter, Megan; and sons Spencer and Connor. He is heavily involved in his children’s extra-curricular activities, and also finds time to indulge in his other great passion of life – golf.