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Andy Shafer

Financial Advisor

Designations: ChFC®, AAMS®

  513-469-7500

  Blue Ash, OH

Andrew "Andy" Shafer, with 24 years in finance and over 9 years at Allworth Financial, specializes in comprehensive financial planning, covering investment, retirement, tax, estate, and insurance. A Chartered Financial Consultant (ChFC) and Accredited Asset Management Specialist (AAMS), Andy began his career as a trading specialist at Charles Schwab before roles at AG Edwards and Merrill Lynch led him to Allworth Financial, valuing its philosophy.

Education and Certifications

Who I work with

What guides my approach

Andrew "Andy" Shafer, with 24 years in finance and over 9 years at Allworth Financial, specializes in comprehensive financial planning, covering investment, retirement, tax, estate, and insurance. A Chartered Financial Consultant (ChFC) and Accredited Asset Management Specialist (AAMS), Andy began his career as a trading specialist at Charles Schwab before roles at AG Edwards and Merrill Lynch led him to Allworth Financial, valuing its philosophy.

More About Andy:

  • Along with their golden retriever, George, Andy and his wife Kendra enjoy hiking and camping.
  • Andy enjoys sports and is a fan of the Reds, Bengals, and FC Cincinnati.
  • You can listen to Andy on 700 WLW every Tuesday morning on the Scott Sloan Show.
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About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better — because you and your money deserve better.

With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.

Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.

You get a financial ally for life.

97% of Clients Stay With Us2

25,000+ Clients

Best Financial Advisory Firms

USA Today8

14th Ranked RIA

Barron's1

30 Years in Business

$22.5 billion AUM4

Best in Class Ethics

NBRI9