Andrew Wallace is a financial advisor at Conte Wealth Advisors, where he has spent the past five years helping clients navigate the complexities of their financial lives. He specializes in working with business owners, retirees, and those approaching retirement, providing comprehensive financial planning tailored to each client’s unique goals and circumstances.

With a degree in finance from the Indiana University of Pennsylvania (IUP), Andrew’s background includes hands-on investment experience through IUP’s Student Managed Investment Portfolio and active involvement in the Student Finance Association. These early experiences laid the foundation for his passion for helping others plan for the future.

Andrew’s planning approach is holistic: it covers not only retirement and investment management, but also life goals such as home purchases, career transitions, and education planning. His goal is to educate clients and empower them with clarity and confidence in their financial decision-making. He focuses on building long-term relationships, prioritizing flexibility and open communication to meet clients where they are and serve as a reliable resource through every stage of life.

Originally from Sykesville, Maryland, Andrew enjoys golfing, fishing, relaxing at the beach, and spending time with family and friends. He’s also a car enthusiast and a devoted Baltimore Ravens fan.