Andy Baxley, CFP^®

Hi there, I’m Andy! I founded Two Trails Financial Planning to help thoughtful (and busy!) mid-career professionals approach their wealth and their lives with a spirit of creativity and possibility. If I've done my job well, our work together won't just give you the peace of mind of knowing that you’re on the right track (though that's a great start!). It will help you think bigger and question the status quo. To be honest, I’m not interested in what you “should” be doing or what everyone else is doing. I am, however, totally fascinated by what YOU want from your life and your money. Whatever that is, I’m committed to helping you make it a reality. And if you aren’t sure what you want, I’m trained to help with that as well. Because in the end, true wealth is about so much more than numbers, isn’t it? It's about building a life you can be proud of alongside the people you love most.

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes