Andrew Platt

Andrew J. Platt

Managing Director

  • CFP®
  • CLU®
  • ChFC®
FINRA BrokerCheck
  • CA License: #0K67634

70 Birch Aly Ste 210,
Beavercreek, OH 45440
937-427-7184 Visit my website

About my practice

Having been born and raised in Dayton, I am passionate about the financial security of those in my community. I specialize in holistic planning for physicians, executives, and business owners. My team and I work with our clients to create long-term financial plans that manages wealth, mitigates risk, and saves money tax efficiently to see your goals become reality.

Get in touch

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