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Andrew R. Avellan, CFP®, CLU®, ChFC®

Andrew R. Avellan, CFP®, CLU®, ChFC®

Senior Partner | Wealth Advisor

Andrew R. Avellan, CFP®, CLU®, CHFC® joined Jacobi Wealth Advisors and Jacobi Capital Management in 2021. Previously, Andrew was a founding partner for an established wealth management firm, where he worked for 18 years providing wealth management solutions to high-net worth clients. Andrew specializes in delivering holistic and comprehensive financial planning services to business owners, executives, and their families. As an industry specialist, Andrew has been published in several media channels, including the Wall Street Journal, and was previously an ongoing contributor to Investopedia.com in the ‘Ask an Advisor’ section.

A graduate of Loyola University Maryland, Andrew and his wife Paige reside Gladwyne, Pennsylvania.