Andersen Wealth Management

Andersen Wealth Management is a Financial Planner in Easton, MD, located at 6 W Dover St. The firm helps individuals and families develop comprehensive financial strategies designed to protect, preserve, and grow assets through retirement and life’s unexpected turns. Services include retirement income strategies, life insurance, fixed annuities, and investment advice tailored to specific risk tolerances and financial goals. The team works with clients to address critical areas of retirement planning, offering a clear path to financial independence and confidence. The business holds a 4.00 rating based on customer reviews.

The practice is led by President and Founder Michael Andersen, a fiduciary and retirement expert. The team includes Investment Advisor Representatives Adam Lybarger and Joseph Lorenzo, Financial Specialists Brady Bailey and Cade Rousseau, and Social Security Specialist Roger Hyneman. Operations are supported by Chief Operating Officer Brianna Paugh and a dedicated staff of associates in Easton, Salisbury, and Lewes. The firm emphasizes education, helping clients understand how their wealth represents freedom, choices, and stability. They utilize tools like the RiskAlyze assessment to determine appropriate investment choices and offer complimentary retirement planning classes and seminars.

Andersen Wealth Management operates as an independent financial services firm, serving as an ongoing advocate for its clients. The firm’s process includes a realistic financial review, a conference call with a licensed fiduciary advisor, asset repositioning, and regular check-ins every 90 days. They aim to help clients avoid unnecessary financial risks and make the strongest decisions for themselves and their loved ones. The firm provides clarity on complex financial decisions, offering a written financial strategy to help clients understand their current pathway toward retirement.

The business is recognized for its positive rating from the customers who have reviewed it. This standing reflects the trust clients place in the firm’s fiduciary approach and its dedication to guiding individuals through the complexities of retirement planning. The team’s focus on personalized strategy and ongoing support distinguishes the practice in the local financial planning community.

Andersen Wealth Management brings a fiduciary commitment to financial planning in Easton, helping residents secure their financial futures with confidence and clarity.

The firm is situated on West Dover Street, just steps from the Historical Society of Talbot County Museum and Thompson Park. It is also located near the Talbot County Courthouse and the intersection with North Washington Street.

BizScoreAI awarded the website a Content Quality score of 100 out of 100, which ensures the site answers customer questions clearly enough for AI assistants to quote directly. The Technical score of 95 out of 100 confirms the site is secure and indexable so search engines can read it without errors. Additionally, the business ranks number 1 of 13 Financial Planner businesses that BizScoreAI has scored in Easton.