Andesa Financial Management

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Andesa Financial Management — overview

About

Established in 2004, Andesa Financial Management was a Pennsylvania-based wealth manager. It provided investment advisory services to its clients on both discretionary and non-discretionary basis. The services it offered included investment advisory, financial planning, cash management, risk management, insurance, education funding, goal setting, retirement planning, estate and charitable giving planning, tax planning, and capital needs planning. The wealth manager advised individuals, high net-worth individuals, families, trusts, estates, charitable organizations, and corporations. In Q2 2023, Andesa Financial Management was acquired by Mercer Advisors.

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