Andrew Mitchell
I'm a wealth advisor who helps entrepreneurs and business owners make smart financial decisions; whether it's managing a windfall, funding a business venture, or building generational wealth so they can invest in themselves, their communities, and their passions.
Fiduciary Financial Advisors · Grand Rapids, Michigan
Is this you, Andrew?
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About
I’m Andrew Van Alstyne, a wealth advisor dedicated to helping entrepreneurs, small business owners, and high-net-worth families make smart, strategic financial decisions. Whether you're navigating a financial windfall, scaling a business, or planning for generational wealth, I provide tailored guidance that aligns with your goals. My focus is on empowering you to invest in yourself, your community, and the experiences that matter most—while ensuring your financial future is secure. Unlike traditional advisors, I take a proactive, concierge-style approach to wealth management, so you can make confident decisions and focus on what you do best.
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Early-career professionals
- Multi-generational families
- Pre-retirees
Services
- 401(k) & IRA Management
- Asset Allocation
- Estate Planning
- Executive Compensation
- Family Office Services
- Financial Advice & Coaching
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Risk Management
- Tax Strategy
- Alternative Investments
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- Exit Planning
- Family Wealth Transfer
- Trust Services
- Financial Planning
- Wealth Management
- Individual Tax Services
Structured record
| Name | Andrew Mitchell |
|---|---|
| Firm | Fiduciary Financial Advisors |
| Location | Grand Rapids, Michigan |
| Fee model | Percentage of Assets (AUM) · Subscription |
| AUM | $500M - $1B |
| Founded | 2014 |
| Firm size | 1 employee |
| Affiliation | Independent RIA |
| Credentials | CFP |
| Designations | Series 65 · Other |
| Investment approach | Blend of both |
| Website | http://forfiduciary.com |
| https://www.linkedin.com/in/andrewthecfp/ |
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Specialties
- Small business owners
- Family wealth transfer
- Equity compensation
- Retirement planning