Jeremy Andries

CFP®, EA, MSA

Master Plan Financial Advisers

Owner | Financial Planner

Jeremy Andries

CFP®, EA, MSA

Master Plan Financial Advisers

Owner | Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jeremy Andries, CFP®, EA, MSA

972-978-8843

Fee-Only financial planner located in Flower Mound, TX, serving clients locally and across the country

Meet Jeremy Andries

Jeremy Andries is Principal/Investment Adviser Representative/Financial Co-Steward at Master Plan Financial Advisers, located in Flower Mound, TX

Jeremy enjoys assisting individuals and families with their financial goals in an efficient and effective manner – whether it be following the Lord in tithing and giving, maximizing savings and benefits at work all the way up to planning for retirement, in order to do the things you love and the Kingdom work you’re called to.

Jeremy attained a Bachelor of Business Administration degree from the University of Louisiana in Monroe and a Master’s of Science degree in Accounting with a concentration in Personal Financial Planning from the Texas A&M University in Commerce. He is a CERTIFIED FINANCIAL PLANNERTM abiding by the advisory standards and principles therein.  He is also an Enrolled Agent having the ability to represent individuals and businesses before an IRS audit or tax court.

Jeremy served with GuideStone Financial Resources from 2004 to 2018 with the latter 6 years serving as Operations Manager of GuideStone’s registered investment adviser firm; there he assisted the advisors and planning department to serve the Christian community with their financial planning needs. He and his family also served two years with CARES/Apartment Life, a domestic missionary organization in the apartment community sector where he, his wife and kids loved on, served and ministered to neighbor residents. Jeremy serves on various ministry teams at his church. He has a high respect for ministers, ministry staff, their families and their ministries and enjoys any opportunity to serve them.

Jeremy provides independent, comprehensive, tax-aware, fee-only financial planning and investment advice.

Jeremy along his wife, Patrecka, his son, Jesh, his daughter, Seydah True and his second daughter, Ellie Cloud, live in Flower Mound.

Jeremy Andries 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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jeremy Andries is a NAPFA-Registered Financial Advisor

    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.

Contact Jeremy Andries

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Office Locations:

  • Flower Mound, TX 75027

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