Andersen Wealth Management Management Team
Contact top employees from
Andersen Wealth Management
Summary
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...Show more
Organization Website | andersenwm.com |
Social Links |    |
Phone Number | (410) 690-4894 |
Industries | |
Headquarters Location | 6 West Dover St, Easton, MD, 21601 US |
Employees Size | 1-10 employees |
Specialties | Financial Planning, Retirement Planning, Financial Advising, Wealth Management, Retirement & Investment Planning, Investment Solutions, Wealth Preservation, Low Risk Investing, Low Volatility Strategies, Financial Services, Retirement Income Strategies, Annuities, Long Term Care Strategies, Life Insurance, Asset Protection, Tax Efficient Strategies, IRA Legacy Planning |
Founded | 2008 |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1995 | Privately Held | 100 - 250 | 29.3M | $150K | |
| 1987 | Privately Held | 25 - 100 | 24.3M | $0 | |
| 1996 | Privately Held | 1-10 | - | $- | |
| 2005 | - | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Andersen Wealth Management shows a diverse range of experience levels:
10% have been with the company for less than 1 year30% for 1–2 years10% for 3–4 years20% for 5–7 years20% for 8–10 years10% have over 11 years of service at Andersen Wealth ManagementContact top employees from
Andersen Wealth Management
Brianna McDermott
Office & Events Manager
Adam Lybarger
Investment Advisor Representative
Cade Rousseau
Financial Specialist
Sabrina Merrick
Operations Associate
Nichole Modesitt
Operations Associate
Kelsey Middleton
Regional Office Manager
Brianna Paugh
Chief Operating Officer
Brady Bailey
Financial Specialist
Similar Companies
FAQ
Andersen Wealth Management operates in the Finance industries. More details can be found on the official website: andersenwm.com.
The headquarters of Andersen Wealth Management are located in Easton, United States.
You can contact Andersen Wealth Management by phone at (410) 690-4894.
Andersen Wealth Management currently employs 1-10 people.
Well-known competitors of Andersen Wealth Management include Pennsylvania Capital Management, Darrow Wealth Management, Breen Financial Management and Innov8ions Financial Services.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.
