Andrew Carter

Throughout his 32 year career as a Family Wealth Advisor, Andrew has established in-depth, long-term personal relationships with successful individuals and business professionals, with a primary focus on implementing holistic wealth management strategies and complex estate plans. He firmly believes in a financial planning-based approach, where decision-making is informed by each client’s specific goals and aspirations.

Always one to view periods of market dislocation as an opportunity to proactively exploit, Andrew has successfully navigated clients on their self-defined path to success through nearly 50 market corrections and 5 bear markets. Andrew has been recognized by the Forbes List of America’s Best-in-State Wealth Advisors since 2019.

A native Oregonian, Andrew has lived in the Portland Metro area since graduating from the University of Oregon in 1991 with a degree in economics and a minor in French and finance. Andrew and his lovely wife, Julie, have two accomplished adult daughters and two golden retrievers. Andrew enjoys photographing wildlife in Yellowstone, enthusiastically following college football and making his daughters laugh at every opportunity. In addition to his family’s long-term involvement with Autism Service Dogs of America, they are members of The Yellowstone Association and support Project Zawadi, an entity that helps to ensure a quality education for the youth of Tanzania.