Andrew Kirk, CFP^® is a Wealth Advisor with more than 20 years of financial planning and investment advisory experience. Offering a wide area of products and services, he first works to truly understand and know what’s important with his clients before developing a personalized financial plan that assesses their present situation and puts them on a path to the unique personal long-term and short-term goals and requirements they have for their family and/or business.  He truly enjoys listening to and learning from each of his client’s life stories.

Andrew began working with Kevin Barry in 2002 at UBS Financial Services and moved over to Wachovia Securities in 2004 which was later acquired by Wells Fargo Advisors. During their 16-year tenure with the firm, they assisted clients with investment accounts and financial planning. In 2018, they moved their practice to LPL Financial.

Andrew holds Series 7 and 66 securities registrations through LPL Financial. He is also a Certified Financial Planning^® practitioner, having earned the certification in 2008, and a licensed insurance agent. Andrew earned a double BA (Accounting and Business Administration) from Gordon College.

Active in his community, Andrew is very involved with his church, and coaches local youth basketball and soccer teams. In his spare time, he enjoys hiking, snowboarding, golf, and spending quality time with family on Lake Champlain and in the Adirondacks. Andrew and his wife Amanda reside in Beverly, MA, and have two children, Jane, and Nate.