Andrew D. Barlow, CFP®

Financial Advisor

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Office: 937.390.8750
Fax: 937.390.8755
Toll-Free: 888.390.8753
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Andy has been a part of the Baker Krizner family since June 2009 upon graduating from Wright State University with a Bachelor of Science degree in Financial Services and holds the CFP®  (CERTIFIED FINANCIAL PLANNERTM) designation. Prior to teaming up with Baker Krizner, he represented a nationally recognized financial planning company and also provided tax planning strategies while employed by a local CPA firm.

As a CERTIFIED FINANCIAL PLANNERTM professional, Andy serves a wide variety of families and businesses in Ohio and across the United States.  He is responsible for overseeing and analyzing financial data, developing comprehensive financial planning strategies, implementing best-practice solutions, and continuously monitoring results.

Andy serves as part of Dave Ramsey's Endorsed Local Provider (ELP) team in assisting clients with Long-Term Care planning needs.  He has also been selected to be part of Dave Ramsey's SmartVestor Pro program to help everyday investors reach their tailored investment and retirement goals

When Andy isn't with his clients, he enjoys spending time with his wife, Brittany, and daughter Avery.  Outside of time with family, he enjoys working out, playing golf, rooting for the Reds, Bengals, and Blue Jackets, and traveling.

He is a Registered Representative with Cadaret Grant & Co., Inc. (Member FINRA/SIPC) and actively holds the FINRA Series 7 and 66 licenses as well as a Life, Health, and Variable Annuity license.

Professional Memberships

  • Certified Financial Planner
  • Wright State University Alumni Association
  • Young Professionals of Greater Springfield (Co-Founder)
  • Endorsed Local Provider for Dave Ramsey
  • Smartvestor Pro

Civic Activities

  • Greater Springfield Area Chamber of Commerce Board of Directors (Mentee)
  • Junior Achievement Board Member
  • Friends of Hartman Rock Garden Board (Vice President of Board)
  • Leadership Clark County Graduate
  • The Gathering of Miami Valley

Professional Awards

  • Wright State University Graduate of The Last Decade Award (2016)
  • Cadaret, Grant, & Co. Top Advisor Conference Qualifier

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.