Andrew Langdon
- CFP®
- EA
VetWorth
Peachtree City, GA
Contact Andrew
Andrew can help you with
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Investment Analysis
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Retirement Planning
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Tax Optimization
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Insurance Planning
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College Planning
Andrew specializes in
- Veterinarian
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Student Loan Repayment
- Saving and Investing for College
- Life Event Planning
- Business Finance Planning
About
I grew up and have lived in the Atlanta area my whole life, moving to Tyrone, GA in 2015 where I now call home. I have built a career in financial planning as it allows me to use my passions for both education and financial planning in everyday life. Through my work I hope improve the overall well-being of veterinarians by reducing financial stress and improving work/life balance.
I proudly served as a fire direction controlman with Mike Battery 3/14, United States Marine Corps, Reserves based out of Chattanooga, TN from 2010-2015, receiving an honorable discharge. I devote my time outside of work to being with my wife, kids, and dog. I've developed a talent for building really tall Lego towers, watching Daniel Tiger on repeat, and trying my best to be optimistic every year about the inevitable heartbreak that is Atlanta & UGA sports.
Professional Degrees, Designations, and Certifications:
Bachelor of Science, Education, University of Georgia
Master of Business Administration (MBA), Kennesaw State University
CERTIFIED FINANCIAL PLANNER™ Practitioner
Member of the National Association of Personal Financial Advisors (NAPFA)
Member of the XY Planning Network
Member of the Alliance of Comprehensive Planners
Federally Licensed Enrolled Agent
About FivePoints:
FivePoints Financial Planning was founded on the idea that financial advice should not be reserved only for the rich or those with large portfolios. By working with clients on a fixed-fee annual retainer basis, we have broadened our scope and increased access to quality advice to those who are experiencing many of life's changes.
Our experience when adopting our dog Payton and the revelation of the many adversities facing the veterinary profession led us to focus our efforts in improving the financial and overall well-being of all veterinarians.
At FivePoints, we believe transparency is imperative to any relationship. Our fees are based on a combination of income, marketable net worth, and complexity. We do not have any account or asset minimums and we do not accept commissions of any kind. It is our goal that in working together we are able to provide the value you expect and to be viewed as a trusted partner in your financial journey.