“Clients hire us for three reasons: they like us, they trust us, and they know we genuinely care. I consider guiding clients through their financial lives an honor and a privilege.”
Andrew B. Seested
Andrew is a Managing Director and Wealth Advisor, where he helps families and business owners manage, preserve, and grow their wealth through disciplined planning and thoughtful long-term strategy. He leads investment consulting, advanced planning, and relationship management, working with a team of specialists to deliver highly personalized wealth management for retirees, executives, entrepreneurs, and multigenerational families.
With more than twenty years in the profession, Andrew has advised a diverse group of clients—from “mom-and-pop” retirees and government employees to business owners, corporate executives, and ultra-high-net-worth families. Regardless of background, his focus remains the same: helping clients make confident financial decisions and achieve the goals that matter most to them and their families.
Andrew’s work allows him to guide clients through many of life’s most meaningful milestones—from retirement and the sale of a business to family celebrations and new chapters in life. Helping families prepare for these transitions and seeing years of planning come to fruition is the most rewarding part of his profession.
Andrew began his career in Silicon Valley as an early-stage equity partner in a fintech startup before entering the wealth management industry in Washington, D.C. He later served as a Senior Vice President and Financial Advisor in the Private Banking and Wealth Management division of a large U.S. bank, where he helped lead the collaboration between wealth management, commercial banking, and investment banking teams and served as primary advisor on more than $1 billion in client assets.
Andrew majored in Economics and Business Administration at the University of South Carolina and Georgetown University. He has been recognized by Washingtonian Magazine and Bethesda Magazine as one of the Washington, D.C. region’s top Financial Advisors. He also holds certificates in financial planning and business succession planning.
Andrew’s approach is grounded in the values instilled in him from an early age. Growing up in a family devoted to service—his father and grandfather serving in the United States Army, and his mother and grandmother in public service—he learned the importance of integrity, gratitude, and giving back. And that trust and respect are earned through consistency, reliability, and character. These principles guide both Andrew’s life as a devoted husband and father and his work with clients, shaping the genuine care, long-term commitment, and integrity he brings to every relationship.
Licenses and Certifications
- Series 7 and 66 securities licenses held with LPL Financial
- Certification in Financial Planning
- Certified Exit Planning Advisor
Boards and Community Involvement
- Hearts & Homes for Youth – Board Member
- Halcyon – Past Board Member
- Georgetown University Hospital’s NICU Parent Advisory Board – Past Board member
- Montgomery County Association for Hearing Impaired Children – Past Board Member