Andrew T. Sloan, CFP®, EA, AIF®
Andrew Sloan is the founder and principal of Bluegrass Financial Planning LLC, a Fee-Only financial planning and Registered Investment Advisory firm located in Louisville, Kentucky. He is a member of the Garrett Planning Network, an international network of professional, Fee-Only financial advisors dedicated to providing competent, objective financial advice on an ongoing or as-needed basis.
"I started Bluegrass Financial Planning after seeing firsthand the lack of financial planners in the community providing objective, independent financial planning services to the public. I wanted to create a firm that would provide competent advice, regardless of net worth or income."
Andrew has completed the CERTIFIED FINANCIAL PLANNER™ certification through The University of Georgia Terry College of Business. He has passed the rigorous 2-day, 10-hour exam administered by the CFP Board of Standards. He has also earned the Accredited Investment Fiduciary® Designation awarded by the Center for Fiduciary Studies, associated with the University of Pittsburgh. The AIF® Designation signifies a commitment to fiduciary responsibility and the advisor is formally recognized by the Center for demonstrating a full understanding of how to implement processes to help individuals and families achieve their investment goals in a responsible and accountable manner.
Andrew earned a BBA in Finance from the University of Kentucky and a MBA from Eastern Kentucky University. He worked 18 years in Corporate Procurement and Finance positions before starting Bluegrass Financial Planning in 2013.