Andrew Robson, CFP^®

Andrew has been working with Al and Rob since 2015. His primary focus is on retirement planning and creating long-term investment plans that help his clients navigate confidently to, through, and past retirement. Those who work with him can count on his tireless hard work, positive outlook, and attention to detail to develop a long-term investment plan that will help them pursue their ideal retirement. in 2023, Andrew earned his Certified Financial Planner (CFP®) certification.

Andrew believes in a collaborative approach to investment planning and prides himself on being prudent with the advice he gives. He joined the industry because he wanted to help people navigate the major transitions in their lives and achieve financial freedom.

Andrew has also been named a Forbes Best-in-State Next Generation Wealth Advisor in 2025. 

Raised in Richmond, VA, Andrew earned his Bachelor's degree from Elon University and shortly after moved to Charlotte, where he met his future wife, Kerstin. Outside of the office, they enjoy spending time rock climbing, mountain biking, and hiking with their dog. In 2024, Andrew and Kerstin welcomed their first child.

AdvisorHub issued TOP NEXT-GEN WEALTH ADVISORS on 6/12/25 based on the following eligibility requirements and data for 12/31/23 – 12/31/24: 7+ years experience, $150+ mil in assets under management, 2+ years at current firm, regulatory history, scale, growth and professionalism.  A total of 1984 applications were received and included team member/self-nominations with 700 award recipients being recognized among several sub-categories: RIAs (fee-only), Over $1bil, Under $1bil, Next Gen, Women, Solo, and Advisors to Watch. No fee was paid to participate or promote the award.  This recognition is not an endorsement nor is it based on or indicative of any one client’s experience with the financial advisor,  past investment performance or a guarantee of future results.