Third, while PMC develops and offers its own investment models and portfolios, we do so along with those from hundreds of leading asset managers across all investment types. Second, we can leverage the same advanced research approach we use to select Envestnet’s asset managers to consult with advisors and institutions on selecting the models, strategies and portfolios for their most sophisticated or challenging portfolios. This gives PMC tremendous visibility and insight into the broadest possible range of asset managers and investment types. Our value and objectivity are rooted in three truths:įirst, PMC performs the research and due diligence that drives the selection of asset managers on the Envestnet platform. Together, Envestnet and PMC deliver the most flexible and comprehensive investment platform, and serve as a leading, highly objective financial advisory partner for advisors, broker-dealers and institutions. In his free time, he enjoys playing golf, cooking, and listening to music. Andrew lives in Overland Park, KS, with his wife and daughter. He is accredited as a CERTIFIED FINANCIAL PLANNER™. While there, he gained experience in high net worth client development, wealth management, and corporate retirement plans.Īndrew earned his Bachelor of Business Administration with an emphasis in finance from the University of Missouri – Columbia. Prior to joining StrongBox Wealth, Andrew served as Prime Capital Investment Advisors’ Director of Financial Planning, a primary resource for delivering the firm’s financial planning strategies to its clients.Īndrew started his career in the financial services industry with American Century Investments in 2014. As a leader in delivering the StrongBox Wealth experience for existing and new client relationships, he guides clients through a discovery process to develop and maintain their financial plan while recommending implementation strategies to achieve their financial goals and objectives, including specific recommendations in cash management, asset allocation, investment risk strategy, insurance coverage, charitable planning, and retirement income planning. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.Īndrew Beil, CFP ® joined StrongBox Wealth as Wealth Advisor in May 2021. from the University of Missouri–Columbia in ’03 and ’06 and lives in Lee’s Summit, Missouri, with his wife Kelly and three energetic children, Olivia, Reese, and Brockton. With a passion for regional small business success and early childhood education, Jon served 7 years on the Board of Directors for the Lee’s Summit Chamber of Commerce, serving as the Board Chair in 2019, and three years with the Lee’s Summit Educational Foundation’s Advisory Board. As a Founding Partner and Wealth Advisor for StrongBox Wealth, Jon is dedicated to a true understanding of a client’s driving desires and rooted concerns and embraces a holistic approach to asset management and client centered, tax smart, risk first financial advice. As a Certified Private Wealth Advisor® professional, Jon has been delivering prudent financial advice to affluent and accredited investors since 2010.
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