Andrew Agosta, CFP®, serves as Managing Partner and Private Wealth Advisor, bringing extensive experience in investment strategy and wealth management. Prior to co-owner of his current firm.
Andrew spent 11 years with First Trust Advisors as Senior Vice President within the RIA & Institutional Group, where he specialized in delivering tailored investment solutions, including tax-managed strategies and private market investments, for the firm’s largest clients. Earlier in his career, he served as a Financial Advisor with Wells Fargo Advisors, where he provided comprehensive wealth management guidance to high-net-worth individuals and corporate executives, focusing on portfolio construction, risk management, and long-term growth strategies.
Andrew holds a Bachelor of Science in Business Administration from the University of Missouri and a Master of Business Administration from Saint Louis University. As a certified financial planner, he is committed to applying disciplined investment expertise and fiduciary principles to help clients achieve their financial goals.
Outside the office, Andrew enjoys golf, coaching youth baseball, and spending time with his wife, Brittany, and their three sons — Dominic, Christian, and Anthony.