Andrew Van Alstyne - Fiduciary Financial Advisors
I’m Andrew Van Alstyne, a wealth advisor dedicated to helping entrepreneurs, small business owners, and high-net-worth families make smart, strategic financial decisions. Whether you're navigating a financial windfall, scaling a business, or planning for generational wealth, I provide tailored guidance that aligns with your goals. My focus is on empowering you to invest in yourself, your community, and the experiences that matter most—while ensuring your financial future is secure. Unlike traditional advisors, I take a proactive, concierge-style approach to wealth management, so you can make confident decisions and focus on what you do best.
0
Client Reviews
0.15% to 0.95%
Percentage of Assets (AUM)
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
I work best with business owners and/or key-employees who need help with equity compensation strategies as well as legacy planning.
Clients who wouldNOTbe a good fit
Those who are w-2 employees that have no desire to become entrepreneurs.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$1,500,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0.15% to 0.95%
Subscription
$0 to $600
Meeting Options
Video meetings
Phone
Email
Client Portal/Online Platform
In person meetings
About Andrew Van Alstyne - Fiduciary Financial Advisors
I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
