Dr. Andy Lawson
BS, MS, PhD (Finance), CFP®
Freshfield Investments
Financial Advisor and Financial Economist
Dr. Andy Lawson
BS, MS, PhD (Finance), CFP®
Freshfield Investments
Financial Advisor and Financial Economist
Having a financial plan and your investments managed the right way by focusing on diversification and cost-control substantially increases the likelihood that you will be ready for the retirement you want. - Dr. Andy Lawson, BS, MS, PhD (Finance), CFP®
I'm an investment manager and financial planner and the principal of Freshfield Investments, a fee-only, fiduciary Registered Investment Advisory firm in Plano, Texas serving clients locally and nationally.
Dr. Andy Lawson, PhD (Finance) is an investment advisor and financial planner and the principal of Freshfield Investments, a Registered Investment Advisory firm in Plano, TX serving clients locally and nationally. Dr. Lawson provides comprehensive financial planning and investment management to help individuals and families organize, grow and protect their assets throughout their life cycles. As a fee-only, fiduciary and independent financial advisor, Dr. Lawson is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Dr. Andy Lawson is a financial economist specializing in investment management and financial planning. He holds a B.S. degree in Mathematics and a M.S. degree in Statistical Sciences from Southern Methodist University in Dallas, Texas and a Ph.D. degree in Financial Economics (Investments) from the University of Texas in Austin, Texas. He is also CERTIFIED FINANCIAL PLANNER™ professional.
Andy developed his portfolio management skills working with institutional investors—holding senior positions at a hedge fund, a pension fund advisory and an economics consultancy—and conducting scholarly research. His research interests include stock valuation, portfolio diversification, mutual fund performance, stock price volatility and the management of portfolio risk. During his research he has collaborated with a number of renowned economists and contributed to the economics literature.
Andy now provides financial planning and investment management to clients with a variety of investment objectives in the United States and Europe.
He is a member of the American Statistical Association and the American Finance Association and lives in Dallas, Texas. Andy continues to carry out research relevant to the management of investment portfolios.
Dr. Andy Lawson 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.
Freshfield is an independent Registered Investment Advisor and offers expert investment management and comprehensive financial planning. Freshfield provides these services as a fiduciary, meaning we’re legally obliged to put our client’s best interests first. Unlike brokers, we don’t earn commissions by selling proprietary products such as mutual funds or annuities. By taking a client-first approach, we put our focus where it should be: on you and your investment goals. We believe our expertise and client-centric approach determine why 9 out of 10 clients entrust their investments portfolios to us for the long term*.
*Average annual client retention, 2009-2021, calculated as 1-[sum of (# of terminations in year/# of clients in year)]/# of years
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- 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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Dr. Andy Lawson 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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Dr. Andy Lawson 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.
Contact Dr. Andy Lawson
Office Locations:
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1800 Preston Park Blvd
Suite 105
Plano, TX 75093
