Andrew Vidal - Managing Partner - Investment Adviser

Andrew Vidal provides comprehensive wealth management and advanced financial planning for business owners, executives, retirees, and high-net-worth families. Drawing on a background in finance and construction management, Andrew brings a practical, disciplined, and analytical approach to helping clients navigate complex financial decisions.

His work integrates investment management, tax planning, retirement planning, estate planning, risk management, and business strategy into a coordinated framework designed to align wealth with long-term goals. Andrew is particularly experienced in advising business owners through key inflection points, including growth, succession planning, ownership transitions, liquidity events, and post-sale wealth management.

Whether helping a family prepare for retirement, optimize their tax strategy, build generational wealth, or navigate a business transition, Andrew focuses on delivering thoughtful, customized advice tailored to each client's unique circumstances. He holds Series 7 and 66 licenses and is a Certified Financial Planner™ professional.

Beyond his work, Andrew values time with his wife and enjoys an active, balanced lifestyle that includes cycling, hiking, running, and reading.