Andrew Fallwell, CFA, CFP®
Transparent, Tax & Cost Efficient Wealth Management | Flat Fee | Fiduciary
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Serving Clients Nationwide
Transparent, Tax & Cost Efficient Wealth Management | Flat Fee | Fiduciary
Areas of Focus
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Giving
- High Net Worth
- Investment Management
- Retirement Planning
- Taxes
About Andrew Fallwell, CFA, CFP®
Hello there! I’m Andrew, Founder and Owner of Lever Wealth Management. I am a Chartered Financial Analyst Charterholder and CERTIFIED FINANCIAL PLANNER™ Professional who has spent over a decade performing complex wealth and retirement planning for Ultra High Net Worth Families.In addition, at my previous firm I led investment strategy and research, totaling right around one billion in assets under management. Prior to that, I was a bank examiner for the Office of the Comptroller of the Currency, providing regulatory oversight for Nationally Chartered Banks.
So, why start Lever Wealth Management? Three reasons:
1. I believe client outcomes come first.
2. I believe clients deserve transparent pricing.
3. I believe simplicity is many times superior to complexity.
So, I decided to make a change and be the solution for those who are looking to live their life freely and make an impact on others.
I have been married to my amazing wife Kerra for twelve years, and we have two children Eli (5) and Amelia (2). We particularly enjoy traveling as a family to France and Hawaii, and run a house church ministry. Finally, I fell in love with Brazilian Jiu Jitsu many years ago, and am a purple belt that competes from time to time.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
Affiliations
- XY Planning Network
Primary Location
Evansville, IN, 47725-9220
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory conversation. This meeting is designed to understand your situation, what you are looking to accomplish and see if we would be a good fit (after you sleep on it) for an initial financial planning engagement. I look forward to speaking with you.Offers Investment Management
Yes
About Lever Wealth Management
Lever Wealth Management is the financial advisor for people who scare financial advisors. We provide full service Wealth Management for inquisitive, detailed, and successful families who want to do the following:1. Attain time and financial freedom in their own lives
2. Use that freedom to benefit their communities
3. Instill stewardship into the next generation
Incentives drive outcomes, and I can assure you Wall Street’s incentives are not aligned with yours. We exist to help right this wrong.
We are completely independent so you know we work only for you, not some faceless financial institution.
While independent, we are proud members of the 2,000 advisor strong XY Planning Network so we maintain access to best in class thought leadership, study groups and a nationwide network of experts.
We charge one flat, transparent fee so you know there are no incentives to make a commission or sale at your expense. We are boutique by design, serving a purposefully small number of clients deeply so you know we actually have time for you.
Finally, you can rest easy knowing we are one of the few firms that don’t pick and choose when to work in your interest. We are always fiduciaries.
Education
University of Southern Indiana, Bachelor of Science (B.S.), Finance
Hobbies and Interests
- Church
- Family
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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