About

Headshot of Andrew Marshall
Andrew Marshall

Andrew Marshall founded Andrew Marshall Financial, LLC (AMF) to help the individual investor receive the best possible outcomes from their hard work and lifetime of saving and investing.  Andrew Marshall provides independent, objective personal finance and investing advice to individuals and families looking for better results.

Andrew started AMF as a way to share his investing ideas and skills with others.  For the past 19 years, Andrew has been studying the financial markets and testing methods for creating wealth in the stock market.  Andrew has created a method of investing that uses available low cost index funds to the individual investor’s advantage.

Andrew Marshall comes to investment management and financial planning from a previous career in biotechnology.  He uses this background of experimentation, data analysis and drawing conclusions based on the evidence.  Andrew holds a Master’s degree in Molecular Genetics from the University of Kansas.

Andrew is a member of the Garrett Planning Network, the National Association of Active Investment Managers (NAAIM), and Investopedia’s Advisor Insights.

Andrew passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam and received a Personal Financial Planning certificate from the University of California, Irvine.  He holds the Series 65 Uniform Securities Law license.

 

Media Quotes & Appearances:

Investopedia – Save more than your 401(k) max.  September 2017.

NerdWallet – Planning a summer vacation.  May 2017.

ThinkAdvisor – Addressing the shortage of millenial advisors.  April 2017.

LexingtonLaw.com – 5 Painless ways to cut expenses in 2017.  March 2017.

CNBC.com – Getting value from hotel executive lounges.  December 2016.

TheStreet.com – Five big Forex mistakes small investors make.  June 2016.

Investopedia – Preparing your retirement portfolio for another financial crisis.  June 2016.

GoodCall.com – Expert panel on young people starting to save for retirement.  May 2016.

Quickenloans.com – Real estate investing potential pitfalls.  April 2016.

TheStreet.com – Article about household debt remaining from the financial crisis.  April 2016.