Making a Case for Andina Advisors; a Lehi Financial Advisor

Lehi, UT - (NewMediaWire) - August 3, 2022 - Andina Advisors focuses on the clients’ individual wishes for their financial future, which is why they offer in-depth services combined with understandable planning strategies. Their comprehensive business support covers strategic planning, investing, and reporting, which are vital in developing the client's portfolio. They also help businesses edge closer to their vision, help them work towards legacy fulfillment, and aid them in creating a strategy to put short and long-term goals within their reach. Their full-service range features Retirement Strategies, Income Tax Reduction, Investment Management, Life Insurance & Risk Management, Asset Protection, Estate Planning, Business Advisory, Cash Flow Management, and Asset Protection. The experienced team of educated professionals at Andina Advisors brings years of combined experience to the table. 

Since its establishment, Andina Advisors has developed portfolios for their clients using various investment vehicles depending on their client’s needs and objectives. These include liquid model ETF/mutual fund and stock portfolios, private equity funds, equity hedge funds, private real estate funds, private credit hedge funds, structured notes and cash management strategies. The company’s website shows an extensive portfolio of current and past projects of our affiliated real estate and private equity funds, which gives prospects and clients an overview of what they could expect. Andina Advisors believes its success can be attributable developing deeper relationships with clients that allows them to better understand each client’s personal situation, needs, and goals. All the firm's Managing Partners are on the investment committee, so they are engaged in all aspects of the business, from strengthening client experience to overseeing portfolio construction. 

Customized financial planning services offered by Andina Advisors help businesses to optimize their resources in order to plan for their desired targets and aspirations. For instance, helping business owners to better understand the current value of their businesses and what levers to move to increase that value.  Or helping a client understand a well thought out retirement strategy which could make a relaxing retirement become within the retiree’s grasp. Since taxes can negatively impact the client's income, future income, and investment strategies, the company has assembled a team of individuals with the knowledge of how to craft an effective tax-planning strategy to minimize the risk of such adverse effects. Andina Advisors also encourages diversification, due diligence, and compounding to assist clients in creating a sound investment management strategy.  Estate planning strategies are geared towards the goal of leaving a lasting legacy to loved ones. Another service component they provide is business advisory, with focus areas including entity structuring, business management, value acceleration, and the implementation of the critical exit clauses.  which allows the company to support clients every step of the way. Andina will support clients every step of the way.

Andina appreciates the importance of fiduciary responsibilities in offering comprehensive and in-house portfolio management.  They have experienced and credentialled advisors providing independent advisor services.  The certifications held include Certified Financial Planner (CFP®), Chartered Financial Analyst (CPWA®), Accredited Estate Planner (AEP®), Certified Exit Planning Advisor (CEPA®), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA®) and more. Critical safeguards set up to protect the client's investments include having the investment accounts custodied under Schwab Advisor Services, 24-hour access to view accounts, and adherence to government regulations since they are an SEC-registered advisory firm. Learn more about their Lehi office by checking out their website. 

Portfolios under Andina Advisors' custody are reviewed annually for updates. The periodical analysis also applies to the client's financial planning needs. Clients are at liberty to visit the client portal, which is available 24/7 and watch the aggregate of their accounts. Many people interested in knowing how much money they need to save for a secure retirement will be delighted to know that Andina Advisors actively collaborates with clients. This cooperation is crucial in helping account holders understand their portfolios and the balance needed for a safe retirement. Depending on the requested service, the company charges financial planning and asset management fees. Andina Advisors is happy about the prospect of working with individuals and families seeking to look after their financial health.   

The team at Andina Advisors can be reached at 801-653-0564. Their office is located at 2600 Executive Parkway, Lehi, UT, 84043, US. As a strategy to organize all the client's financial documents and provide a clear picture of the prevailing investment scenario, the company offers a secure web portal. It features an electronic vault with the financial documents needed, such as tax returns, trusts, and deeds, all in one place. As an added incentive, the payment of bills can be streamlined to make the cash flow management process quick and easy, if that is a desired service. 

Disclaimers:

Andina Advisors is an SEC registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Andina Advisors has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. Andina Advisors has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to (Legal Notices and Disclosures – Andina Advisors) the adviser’s ADV Part 2A for material risks disclosures. 

Media Contact

Andina Advisors

Eric Barlow

801-653-0564

2600 Executive Parkway

Lehi

UT

84043

US

https://andinaadvisors.com/