Andy Moran, CFP®
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, Cryptocurrency Investors
Andy Moran is a CERTIFIED FINANCIAL PLANNER® who spent nearly a decade as a software engineer before making the switch to financial planning. They built Ad Astra because tech professionals deserve an advisor who actually understands them and their world. Offering flat-fee financial planning for tech professionals navigating RSUs, stock options, tender offers, IPOs, and financial independence.
Services
- 401(k) & IRA Management
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Management
- Charitable Giving
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Retirement Planning
Pricing
- Flat Fee — $800 monthly