With over 30 years of experience in the financial planning industry, Drew Finerty specializes in comprehensive financial planning, tax-efficient strategies, and estate planning. He has helped countless clients prepare for retirement, fund their children’s and grandchildren’s education, and protect their wealth through strategic diversification and asset allocation.
Drew has a unique ability to turn his clients’ dreams, goals, and concerns into actionable financial plans, helping them build a secure financial legacy. His transition from the advertising industry to financial planning has been one of his greatest professional achievements, allowing him to develop a deep understanding of the financial markets, economic trends, and wealth management strategies.
Beyond his work with clients, Drew has successfully operated three family businesses, ensuring financial security for his loved ones. His commitment to financial clarity and long-term planning has made him a trusted advisor for families looking to secure their financial future.