Advisory Team Leader
Andrew Kline, CFP®, CPA
With more than 30 years of tax and investment advisory experience, Andy Kline brings a wealth of knowledge to his relationships with clients. He helps clients gain confidence about their financial futures by seeking a deep understanding of their most important values and financial goals, then implementing a comprehensive and customized wealth strategy designed to achieve them.
As a wealth advisor, Andy works with executives, entrepreneurs, professional athletes and families to create holistic financial plans that address wealth and portfolio management, tax strategies, wealth transfer considerations, business consultation and retirement planning.
Andy joined Buckingham Strategic Wealth in 2018 to head up the Bethesda office as the advisory team leader. Previously, Andy founded and led ARK Financial Services for 17 years. Prior to his wealth management career, he managed a tax and accounting practice, during which time he also served as chief financial officer for a number of his clients with successful startups.
Andy received his Bachelor of Business Administration from Emory University in 1986, earned his CERTIFIED FINANCIAL PLANNER™ professional designation in 2005, and is a member of the Maryland Association of Certified Public Accountants.
Outside of work, Andy enjoys spending time with his wife and two daughters, Samantha and Jesse, as well as swimming, biking and playing tennis. He has held board positions for several Washington D.C.-area nonprofit and sporting organizations.