About Cecil Wealth
Hi, I’m Andrew Cecil.
I built Cecil Wealth in 2020 with a commitment to making complex financial concepts easy to understand, and to providing a high-touch service and experience.
When I’m not serving clients, you can probably find me at a sporting event for my boys, Lou and Tyler. My wife Ashley and I enjoy sitting on the beach all day, and our family loves experiences and traveling.
Education & designations
CERTIFIED FINANCIAL PLANNER®
As a CERTIFIED FINANCIAL PLANNER® professional, Andrew is held to a fiduciary standard and is legally and ethically obligated to put your best interests first at all times.
Enrolled Agent (EA)
An Enrolled Agent has earned the privilege of representing taxpayers before the Internal Revenue Service, either by passing a three-part comprehensive IRS exam covering individual and business tax returns, or through experience as a former IRS employee. Enrolled Agent status is the highest credential the IRS awards.
Penn State University
Working with Andrew
A relationship built on communication and trust.
Every client receives concierge-level service, which is why a strong mutual fit from the start is essential.
Direct access
You can expect timely, direct responsiveness from Andrew. You will not be handed off to a junior associate.
Proactive communication
Regular, proactive communication and annual review meetings, with Andrew available for questions or updates throughout the year.
Integrated tax expertise
Tax planning is built into every financial plan. Tax return preparation and filing are available through a separate tax practice.
Coordination with your team
Andrew is happy to coordinate with your CPA, attorney, and other professionals so everyone is working from the same plan.
Independent custody
Your investments are held with Altruist Financial, an independent third-party custodian with institutional-level security and technology.
No proprietary products
Compensation is fully disclosed and agreed upon in advance. Real advice, not product sales.
Let’s talk
Start with a complimentary conversation.
We’ll talk through where you are today and where you want to go, and see if we’re a strong fit. No obligation.