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Andy Baxley, MS, CFP®, CIMA®

Fee-only Financial Planning • Integrated Tax Planning • Personalized Guidance

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The Planning Center, Inc. Andy Baxley, MS, CFP®, CIMA®
Chicago, IL

Serving Clients Nationwide

Fee-only Financial Planning • Integrated Tax Planning • Personalized Guidance

312-664-4090

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Andy Baxley. My approach to financial planning goes beyond the numbers; it’s about helping the individuals and families I serve achieve clarity, confidence, and a sense of purpose around their money. Ultimately, I don’t just want my clients to feel financially secure; I want them to feel empowered to plan with a sense of optimism and possibility.

I work with clients from a variety of professional backgrounds, but I am uniquely positioned to serve those who work in higher education and other large non-profit institutions. Utilizing my background as a former educator and my experience as a Wealth Management Advisor at TIAA, I take pride in approaching my work with the heart of a teacher and insights gained from years of relevant experience.

As a Colorado native, I cherish moments in nature with my wife, Yi, and our son, Bo. While a piece of my heart will always be in the Rocky Mountains, I’ve found much to love here in Hyde Park, Chicago. On any given Saturday, you’re likely to find us riding our bikes along Chicago’s beautiful Lakefront Trail, spending lazy afternoons with friends at Promontory Point, or taking a stroll to get pastries and coffee at Plein Air, our favorite neighborhood cafe.

Like the clients I serve, I take pride in being a lifelong learner and can often be found working my way through new degrees, designations, and courses. In 2021, I was proud to complete Kansas State University’s master’s in personal financial planning with an emphasis on advanced financial planning and financial therapy. Studying under some of the preeminent researchers in my field was a rewarding intellectual journey. Recently, my focus has turned to mentoring young planners and helping them build rewarding, purposeful careers.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Investment Management Analyst (CIMA)

Affiliations

  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

303 West Erie Street Suite 311 Chicago, IL 60654

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call so that we can get to know each other better. It will give both of us an opportunity to make sure we are a good fit for each other and determine how we can best meet your planning needs. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

WHEN YOU’RE ON A NEW ADVENTURE, IT HELPS TO HAVE A GUIDE

You could blaze your own trail or buy a book to take along but nothing provides the expertise and comfort of a guide to walk alongside you who can point out new trails to explore, and keep you out of the quicksand that you may come across. We’ve been guiding families to financial success for decades and we can help to carry some of the load while you’re having the adventure of your lifetime. We’re here for you.

We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone could use an objective third party to talk about life and money. The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as your navigate life’s transitions and guide you toward the life you would like to have.

✅ Clear Pricing: As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services.

✅ Integrated Taxes: Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process.

✅ Professional Team: 10 Certified Financial Planner Practitioners, 2 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards.

The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. In those discussions we’ll talk about a wide range of topics over our working relationships, covering these 8 major areas:

✔️ ASSET & DEBT MANAGEMENT
✔️ CASH FLOW & INCOME MANAGEMENT
✔️ INVESTMENT MANAGEMENT
✔️ INSURANCE & BENEFITS REVIEW
✔️ ESTATE PLANNING
✔️ PHILANTHROPY
✔️ ACCUMULATION & RETIREMENT PLANNING
✔️ TAX MANAGEMENT

Education

Kansas State University, Master of Financial Planning (MSFP), Advanced Financial Planning and Financial Therapy | Colorado State University, Bachelor of Science, Psychology

Hobbies and Interests

  • Cycling
  • Family
  • Reading
  • Traveling

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Divorce
  • Dual Income Family
  • Educators
  • Families
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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