Andy Baxley
CFP®, CIMA®, CeFT®
The Planning Center
Sr. Financial Planner
Andy Baxley
CFP®, CIMA®, CeFT®
The Planning Center
Sr. Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Andy Baxley, CFP®, CIMA®, CeFT®
Fee-Only financial planner located in Chicago, IL, serving clients locally and across the country
Andy Baxley is a Chicago, IL fee-only financial planner. The Planning Center provides comprehensive financial planning services, research-based portfolio management, and tax preparation to help individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andy Baxley is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Andy Baxley is a fee only financial planner at The Planning Center located in Chicago, IL.
As a financial planner, I work with my clients to establish a clear vision for their ideal future, then leverage all their available resources to bring that dream to fruition. I derive immense satisfaction from seeing my clients experience the peace of mind that comes with financial security and the joy that flows from living in accordance with their most deeply held values and aspirations. They say those who choose a career they love will never have to work another day in their lives, and this has certainly been true for me. I believe thoughtful planning has life-changing potential, and I feel incredibly fortunate to have the opportunity to guide my clients on this journey.
As a Colorado native, I feel most alive when I’m enjoying nature with my wife, Yi, and our son, Bo. While a piece of my heart will always be in the Rocky Mountains, I’ve found much to love here in Hyde Park, Chicago. On any given Saturday, you’re likely to find us riding our bikes along Chicago’s beautiful Lakefront Trail, spending lazy afternoons with friends at Promontory Point, or taking a stroll to pick up treats at the 61st Street Farmer’s Market.
As a former teacher, I have a passion for learning and can often be found working my way through new degrees, designations, and courses. In 2021, I was proud to complete Kansas State University’s master’s in personal financial planning with an emphasis on advanced financial planning and financial therapy. Studying under some of the preeminent financial planning and financial therapy researchers was an extremely rewarding intellectual journey. Most recently, I completed the Certified Financial Transitionist designation, which equipped me with tools to help clients going through life-altering periods of personal change.
Credentials
Affiliations: Fee-Only Planning
Areas of Expertise: Financial life planning, tax-efficient retirement planning, financial independence/early retirement
Education:
- B.S. in Psychology, Colorado State University
- Master’s in Financial Planning, Kansas State University
- Certified Financial Planner®
- Certified Investment Management Analyst®
- Certified Financial Transitionist®
Memberships: Financial Planning Association (FPA), National Association for Personal Financial Advisors (NAPFA)
Andy Baxley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
The TPC Process
We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone needs an objective third party to talk about life and money. The Planning Center provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.
What To Expect
Our financial planning process begins with you. We'll organize your current financial situation and set expectations and goals unique to your perspectives and wishes. With this shared understanding, we can discuss strategies and tactics to achieve your goals together.
Build Confidence In Your Financial Future
We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these eight financial categories detailed on our services page. We will work with you to address issues and identify opportunities to track and grow your progress toward better wealth life balance.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Andy Baxley is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Andy Baxley is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Andy Baxley is a Certified Investment Management Analyst® (CIMA®)The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
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Andy Baxley is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Andy Baxley is a Certified Financial Transitionist® (CeFT™)A Financial Transitionist® is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.
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Andy Baxley is Quoted on CNBC: "Here’s the best way to use a health savings account, which offers a triple-tax advantage"
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Andy Baxley is Quoted on CNBC: "Is inflation crunching your budget? Here are 3 ways to fight back"
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Andy Baxley is Quoted on CNBC: "5 ways the Fed and higher interest rates may impact you"
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Andy Baxley is Quoted on Yahoo Finance: "Romance and finance: How to create and maintain a healthy budget with your partner"
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Andy Baxley is Quoted on Yahoo Finance: "Here’s what 8 financial planners say you should do with your money during inflation"
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Andy Baxley is Quoted on Kiplinger: "Take This Job, I'm Retiring"
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Andy Baxley is Quoted in the Wall Street Journal: "The 6 Concepts You Should Know to Be Financially Literate"
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Andy Baxley is Quoted on Money: "You'll Probably Have to Retire Earlier Than Planned, Research Finds. Here's How to Prepare"
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Andy Baxley is Quoted on Kiplinger: "The Benefits of Working Longer"
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Andy Baxley is Featured on the Personal Finance for Ph.D.'s Podcast: "Insights from a Financial Planner Who Works with Academics"
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Andy Baxley is Quoted in MarketWatch: "'You have to be smart' Are you a first time investor who wants a slice of GameStop's epic ride? Read this first."
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Andy Baxley is Quoted in CNBC's Personal Finance Section: "Consider these year-end tips to lower your tax bill or boost your refund"
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Andy Baxley is Quoted in Investor's Business Daily: "How Advisors Handle Aging Clients Who Want To Dump All Their Stock"
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Andy Baxley is Quoted in American Post: "4 Expert Tips for Taking Care of Your Money During America’s Inflation"
Contact Andy Baxley
Office Locations:
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303 West Erie Street
Suite 311
Chicago, IL 60654
