CIC Wealth - Andy Smith

Andy is the Director of Advanced Planning for CIC Wealth. He has expertise in devising advanced planning solutions for business owners. His main areas of focus include financial and estate analysis, business succession planning, as well as the detailed analysis and design of retirement and pension plans. Prior to CIC Wealth, Andy was a Financial Advisor with First Financial Group, a financial planning firm located in Hunt Valley, Maryland.

 

Andy has a Bachelor of Science degree in Finance from the University of Baltimore.  Andy enjoys spending time with his wife and 3 children. He is very interested in nutrition and fitness and in leading a healthy lifestyle. He enjoys running, cycling, weight lifting, sports, film, and travel.

Why CIC Wealth?

CIC Wealth stands out because we are…

  • Independent and bias free
  • Fiduciaries
  • A boutique firm that limits the number of new clients so we can provide top quality personalized service
  • Proactive
  • Disciplined in our value investing approach
  • Experienced: our advisors bring to the table an average 18+ years of industry experience
  • Dedicated to our clients with relationships that extend for decades and across generations
  • Respected by our colleagues in the business as well as the financial media writing frequently on topics that cover stocks and finance for the Wall Street JournalForbes and a myriad of other financial publications

© Copyright 2017 CIC Wealth

CIC Wealth - Andy Smith

25 crossroads suite #420

Owings Mills, MD 22163

410-363-4683

Maryland Business Connection

 

410-204-5165

 

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