Acela Wealth Management
Andrew Bank
Financial Advisor|CFP®, RICP®, ChFC®
About me
Andrew is the Founder and CEO of Acela Wealth Management. He serves as the leader of the firm and works with savvy clientele on comprehensive financial planning. He also tours the country speaking to younger advisors within the Northwestern Mutual Ecosystem on how to grow their practice and plan properly for clients in the high net worth space.
Education and Background
Andrew attended Dulaney High School in Baltimore county and then University of Maryland. While at the University of Maryland Andrew studied finance and information systems and walked on to the UMD Football team in his spare time. He also was an active participant in the "Stocks in the Future" organization in Baltimore city, a non-profit geared towards bringing financial education to under-privileged children in Baltimore city public schools.
Andrew is a CERTIFIED FINANCIAL PLANNER™ Professional. He is one of the youngest CFP®'s in the country with the average age of a CFP® being between 51 and 55 years old in 2023.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning