Who We Are

Andrew Bruns, CFA

Senior Investment Strategist

Andy earned his Bachelor of Science in Business Administration from Xavier University with a double major in Finance and Accounting.   Starting his career at a boutique investment firm, Andy gained experience in securities trading and market analysis. He then pursued a role at a local RIA where he was responsible for portfolio management and investment analysis before joining Wealthquest in 2019.  Andy completed the rigorous Chartered Financial Analyst® (CFA) Program to earn the CFA charter, the most respected and recognized investment designation in the world in 2015.

Andy enjoys swimming, playing soccer, and is an avid backpacker.



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SERVICE OFFERING
Initial consultation and account set-up assistance
Automated investment management & online performance reporting
Foundational money coaching & access to online budgeting tools
Access to a Certified Financial Planner (CFP®)
Financial Plan: Real-time & cloud-based comprehensive financial planning
Tax: CPA® prepared tax returns and proactive tax planning
Estate Planning: Document review & Wealthquest credit to update or establish plan documents
Investment Planning: Customized investment management that combines active, passive, & alternative strategies
Family Legacy Planning: Generation-skip & tax reduction strategies
Advanced charitable strategies using charitable trust design, donor advised funds, and private family foundations
 
$5,000 - $350,000

Pay Separately

 
 
 
 
 
$350,000 - $2,500,000
 
 
> $2,500,000