SEC CRD #801-80633
Andina Advisors – Comprehensive Financial Planning Services SERVICES PORTFOLIO RESOURCES CONTACT CLIENT LOGIN Bringing structure to complexity and intention to wealth Helping families turn their financial success into a legacy that endures GET STARTED ADVISORS SERVICES Our highly experienced team delivers tailored solutions shaped by insight and driven by purpose. Explore our services below. Investment Management Diversify, compound, and apply disciplined due diligence. Income Tax Reduction Consider strategies to help manage the impact of taxes on income and investments. Risk Management Plan for uncertainties with strategies designed to manage financial risks. Asset Protection Explore approaches that can help safeguard assets against potential claims. Business Advisory Guidance on entity structuring, business operations, and succession planning. Retirement Strategies Solutions to help prepare for retirement goals. Estate Planning Coordinate planning to help align assets with family and legacy goals. Cash Flow Management Provide tools and strategies to help monitor and manage cash flow. Experienced Advisors Committed to Your Goals When clients choose Andina, they engage with more than a financial advisor—they work with a team focused on thoughtful, long-term planning focused on client objectives. With years of experience across investment management, business and estate planning, and risk oversight, we offer an integrated approach designed to align with each client’s goals. Th
COURTNEY J VALDEZ
CHIEF COMPLIANCE OFFICER
📞 (435) 250-3700
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AUM
$1.3B
Check Size
$300M–$300M
Location
LOGAN, UT
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