Andy VandenBerg
A boutique wealth management firm focused on holistic support for business owners and entrepreneurs.
VDB Wealth · Savannah, Georgia
Andy VandenBerg is a fee-only financial advisor at VDB Wealth in Savannah, Georgia, who holds the CFA credential. Andy charges a percentage of assets and a flat fee or retainer and focuses on crypto & digital assets, small business owners and retirement planning.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Founders
- Executives
- Pre-retirees
- Early-career professionals
- Multi-generational families
- HENRY (High Earners, Not Rich Yet)
About
We provide boutique, high-touch wealth management designed specifically for entrepreneurs and business owners.
We act as your dedicated partner across investment management, tax strategy, estate planning, and long-term financial planning.
Wealth management has always fascinated me. Not just as a way to invest, but as a way to bring clarity and confidence to people’s lives. When I was 15, I lost my father to cancer. In those final months, my parents worked closely with a financial advisor to organize our family's affairs. That planning gave us stability during a deeply uncertain time.
After a career in institutional finance, private equity, and entrepreneurship, I founded VDB Wealth to bring that same level of foresight and care to others. My mission is to help a small group of families build financial lives that support their ambitions and protect what matters most.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Estate Planning
- Exit Planning
- Financial Planning
- Investment Management
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Wealth Management
- Alternative Investments
- Business Succession Planning
- Charitable Giving
- Family Office Services
- Portfolio Management
- Family Wealth Transfer
Facts
| Firm | VDB Wealth |
|---|---|
| Based in | Savannah, Georgia |
| Fee model | Percentage of assets · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Credentials | CFA |
| Investment approach | Blend of both · Passive management |
| SEC registration | Investment adviser representative in GA · CRD 6151553 |
| Exams passed | Series 63 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | vdbwealth.com |
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Questions about Andy
Is Andy VandenBerg a fee-only financial advisor?
Yes. Andy VandenBerg is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andy's firm.
How does Andy charge for financial advice?
Andy charges a percentage of assets and a flat fee or retainer.
Where is Andy VandenBerg based?
Andy VandenBerg is based in Savannah, Georgia.
What does Andy specialize in?
Andy's specialties include crypto & digital assets, small business owners, retirement planning, family wealth transfer, equity compensation and estate & legacy planning. Andy works with high earners, ultra high net worth, founders, executives and pre-retirees.
What credentials does Andy VandenBerg hold?
Andy VandenBerg holds the CFA credential.
Is Andy VandenBerg registered with the SEC?
Yes. Andy VandenBerg is registered as an investment adviser representative in GA (CRD 6151553), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does VDB Wealth manage?
VDB Wealth reports Under $25M in assets under management.
How do I contact Andy VandenBerg?
Through Andy's website, vdbwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- VDB Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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