Andersen Wealth Management is an independent financial advisory firm serving clients throughout Easton, MD. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients.
At Andersen Wealth Management we believe one can only have true financial peace of mind when one knows without a doubt they have a comprehensive financial strategy designed to provide for them during the good times, and be defensive during the bad. At Andersen Wealth Management we also understand people need an ongoing advocate to guide and protect them through life’s unexpected and inevitable turns.
As investment advisors representatives we work to help our clients avoid taking on unnecessary financial risks. Instead, we help our clients understand what their wealth represents to them: freedom, choices, stability, and a comfortable lifestyle and how they can make the choices that are best for themselves and their loved ones.
At Andersen Wealth Management We work with our client's to help them take control of their financial future through education and the creation of a comprehensive financial strategy that are designed to help them with the 5 critical areas of retirement planning, including:
As fiduciaries we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Andersen Wealth Management we work hard to bring our clients the financial solutions that are designed to protect, preserve and grow our client's assets throughout their retirement.
Discover what it means to have a personal financial guide working with you, to help you make the strongest financial decisions for you and your loved ones. Discover what it means to have confidence and peace of mind in retirement. Discover the Andersen difference, call today, or register for an upcoming retirement planning class.
Michael R. Andersen is the founder and president of Andersen Wealth Management. He holds a Bachelor of Arts degree in Political Science and a Master's degree in Business Administration, both from Salisbury University. In addition he is also a Registered Investment Advisor Representative and a licensed fiduciary.
"There are a lot of people out there doing financial work," Mr. Andersen says. "But only a small percentage are fiduciaries. I think being held to the fiduciary standard is a must these days because we are required by law to put our clients first. Too many financial people are merely salesmen and I believe that clients need an advisor who must be on their side."
In his practice, Mr. Andersen strongly believes in regular financial education. As he explains it, "we tend to make the wisest decisions when we're well informed. And when it comes to financial decisions, the impact of a wrong choice could affect your lifestyle for many years. This is especially true for folks who are approaching or even in retirement. So part of my job is to help bring my clients to a level of education and understanding so they have all critical facts before making financial decisions."
Prior to forming his own firm, Michael Andersen worked with one of the country's premier risk management firms, and he carried that knowledge over to Andersen Wealth Management. While Mr. Andersen is not against taking on various risks, he believes risks should be carefully controlled and kept to a minimum. Plenty of other advisors embrace risk; Michael Andersen simply believes in Warren Buffet's Number One rule of investing, "don't lose money," and he strives to protect his client's life savings first and foremost.
Michael Andersen is routinely ranked as one of the country's top financial advisors, and he regularly wins awards for his innovative ideas, commitment to financial education, and balanced approach that he takes with client investment recommendations.
Mr. Andersen was born and raised in Rockville, but moved to the Eastern Shore in 1990s, where he now lives with his wife and their three active young children in northern Talbot County. Outside of work, he enjoys political discussions, science fiction, and spending time with his family—especially at the beach!
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Questions? Michael Andersen is an investment advisor representative and a fiduciary. Call (410) 690-4894 or click here to schedule a no obligation initial consultation.
Brianna joined our firm in 2011 and quickly rose to become the practice’s office and events manager. Brianna is instrumental in ensuring that our office runs smoothly and that our client service functions at the very high standard that we require. She has a keen eye for detail and her organizational skills are unmatched. Brianna is also in charge of organizing our many events, whether they are educational, informative, or entertaining. All of our clients know that Brianna is a key component of Andersen Wealth Management.
Brianna lives in southern Talbot County with her husband, son, and two dogs. In her spare time, she enjoys spending time with family and friends, as well as assisting with fundraisers and events for her local fire department. Brianna is also an outstanding baker and loves whipping up delicious treats, especially cupcakes!
Cathie plays a key role at Andersen Wealth Management as the first point of contact for clients. She specializes in giving our clients outstanding service and making each one feel special when they walk in the door. Cathie brings a wealth of clerical and information technology experience to Andersen Wealth Management from her extensive career in the Federal Government, from where she just recently retired.
Cathie and her husband live in northern Talbot County with two dogs and a barn cat. In her spare time, she enjoys spending time in ministry, reading, walking, beach days with friends, and motorcycle riding.
Roger has worked for the Social Security Administration for 16 years. He started as a claims representative in the Cambridge office, was promoted to supervisor of the Salisbury office and came back to Cambridge as the manager in 2010.
At Andersen Wealth Management, Roger is the firm’s Social Security specialist. He works with individuals and families across the Eastern Shore to understand better the Social Security programs, design claiming strategies, and help maximize benefits. His services are available for a fee.
Roger is a Navy veteran and a member of the American Legion. He and his wife Cathy live in Salisbury. Roger has lived on the Eastern Shore for more than 20 years now and loves it. He has three beautiful daughters and one very active, very smart and very crafty English Yellow Lab. Her name is Abbey. Finally, Roger grew up in New England and was infected by Red Sox fever at age seven after attending his first Red Sox game at Fenway Park in Boston. Go Sox!
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Kelsey Middleton plays an important role at Andersen Wealth Management as an operations associate. She is the firm’s chief scheduler, coordinating the advisors’ schedules around the firm’s several regional offices. She also assists with events and operational issues.
Kelsey and her family reside in southern Talbot County. In her spare time she enjoys spending time with family and friends as well as volunteering in the community.
Beth Whipple is a graduate of Geneseo College in Geneseo, New York. Beth originally hails from the Western New York area. Following graduation, she moved to Boston, MA, where she has worked in the financial arena for 20+ years. Beth has years of experience in many aspects of finance from trading, to fixed income sales, and most recently working on a portfolio management team at a private investment management company.
Being the newest member of the Andersen Management team, Beth is anxious to put her client service skills to work.
Beth currently lives in Cambridge, MD with her fiancé, Barton Frey, and Abby, their golden retriever. She is an avid Boston sports fan. Outside of work, Beth enjoys coaching soccer and sailing along with spending time with family and friends.
Retirement lifestyle is in your hands, but it will take planning to get you to where you want to be.
Hope is not a very reliable strategy, so if you want to own your future, you must begin to plan for retirement...today.
We want to help. Please contact us by filling out the form below, or by calling us at (410) 690-4894.
We can meet with zero obligation on your part. If you can invest one hour today for a Customer Care Needs Analysis discussion we can place you on the path towards owning your tomorrows.
This helpful retirement kit includes three guides that address topics you should consider when planning your retirement. Enter your name and email address below to request your free copy.
Investment advisory services are offered through Michael Andersen Registered Investment Advisor, LLC d/b/a Andersen Wealth Management, a Maryland registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.