Andrew Sherman

Andrew has worked with select families across the United States for well over 20 years.  As an investment consultant and branch manager with Raymond James, he splits his time between managing investment portfolios, providing purposeful planning, as well as doing research and writing about how families prepare the next generation to be good stewards of their wealth.

Over his 20 years of working with families, Andrew has developed an expertise in using family wealth to build unity across the generations.    

Having been coached and mentored by some of the pioneers in this field, it has given him a deep passion and purpose in his work.  Being tutored by Richard Orlando of Legacy Capitals, receiving dual certificates in Family Business and Family Wealth Advising from the Family Firm Institute, being trained as a 21/64 certified advisor, becoming a Certified Private Wealth Advisor® professional through the Investments & Wealth Institute®, and receiving training from the Institute for Preparing Heirs, Andrew has gathered the best tools in the industry along with his own with his own proprietary family wealth strategies.  

Andrew grew up as an Air Force brat having lived across the United States and in Spain.  But even as his father’s career took him many different places, home was always in Michigan and the house his family has lived in for six generations.  Growing up around the heirlooms and treasures from a century ago has inspired his devotion to working with generational wealth.  Andrew and his wife, Kristy, have four children—three boys and a princess.  He has a great love for Brazil and Guatemala.  He is fluent in Portuguese and is learning Q’eqchi’, a Mayan language spoken in Guatemala and Belize.