- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Andrew Sloan is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Andrew Sloan is the founder and principal of Bluegrass Financial Planning LLC, a Fee-Only financial planning and Registered Investment Advisory firm located in Louisville, Kentucky. He is a member of the Garrett Planning Network, an international network of professional, Fee-Only financial advisors dedicated to providing competent, objective financial advice on an ongoing or as-needed basis.
"I started Bluegrass Financial Planning after seeing firsthand the lack of financial planners in the community providing objective, independent financial planning services to the public. I wanted to create a firm that would provide competent advice, regardless of net worth or income."
Andrew has completed the CERTIFIED FINANCIAL PLANNER™ certification through The University of Georgia Terry College of Business. He has passed the rigorous 2-day, 10-hour exam administered by the CFP Board of Standards. He has also earned the Accredited Investment Fiduciary® Designation awarded by the Center for Fiduciary Studies, associated with the University of Pittsburgh. The AIF® Designation signifies a commitment to fiduciary responsibility and the advisor is formally recognized by the Center for demonstrating a full understanding of how to implement processes to help individuals and families achieve their investment goals in a responsible and accountable manner.
Andrew earned a BBA in Finance from the University of Kentucky and a MBA from Eastern Kentucky University. He worked 18 years in Corporate Procurement and Finance positions before starting Bluegrass Financial Planning in 2013.