ANDY MILLARD ADVISOR

For clients who want someone to manage their investments for them, Andy will design, build, and maintain a balanced portfolio. He does NOT take possession of your assets. All accounts are held at a third-party custodian such as Charles Schwab. You grant Andy access to manage the account(s) on your behalf and in your best interest. You can withdraw access at any time. You can keep up with the portfolio both online and through an app on your phone, and you'll receive regular statements... Andy Millard is a financial advisor and money manager who can support you in creating a sound future.

Also known as: Andy Millard Advisor, LLC