What Andrew works on
A lot of Andrew's work starts after the question "do we have enough?" Who gets what, and in what order. How to keep a large tax bill from landing on the kids. Whether the names on every account and beneficiary form still match what the family actually wants. And how to make sure a surviving spouse is taken care of.
He also builds and manages the investments behind each family's plan, so the plan and the money work together.
How he got here
Andrew and his brother, Alex Alston, grew up watching their father, Michael Alston, walk into businesses and banks that had a problem and leave them better off. Andrew started his career at one of the large national firms and has spent more than ten years in the business. In 2026 he started Alston Wealth with Alex and their father.
Andrew holds the Accredited Portfolio Management Advisor designation (APMA®) and meets with families across the country by video.
