Andrew Leach, CFP®
Andrew Leach has a sharp eye for detail, which he uses to identify opportunities for clients to stay on track to achieve their financial goals. By developing deep relationships with clients and taking the time to truly understand what’s important to them, he can better tailor the wealth solutions that will safeguard their futures through tax-efficient strategies, careful estate planning considerations and evidence-based portfolio construction.
Andrew joined Buckingham in 2018 after serving for five years as a portfolio advisor at ARK Financial Services. Previously, he was the director of finance for a successful small business, managing day-to-day financial, marketing and HR operations.
Andrew received a B.A. in political science from Beloit College in 2007, graduating cum laude, and earn the CERTIFIED FINANCIAL PLANNER™ designation in 2015. He lives near Bethesda, Maryland, with his wife, Simmie, and daughter, Eloise. In his spare time, Andrew enjoys playing and watching hockey, cooking and rock climbing.