Andrew Niklaus

CERTIFIED FINANCIAL PLANNER™

As a CERTIFIED FINANCIAL PLANNER™, I know first hand how markets, selecting investments, and every day financial decision making can be stressful, time consuming, and frankly, nerve-racking at times.

I specialize in consolidating the resources my clients need to simplify their financial lives. I approach each client mindful of their unique concerns and challenges they face in preserving and growing their wealth.

My primary goal is to first fully understand you, your family, what is important to you, and what keeps you up at night. Only then can we partner together to deploy the full global resources of Raymond James Financial Services to design a strategy that is right for you. My fiduciary duty to my clients is not taken lightly and is fulfilled by systematic and ongoing portfolio due diligence, but more importantly, by staying current with their personal and financial goals.

My Services

I have extensive experience in a wide range of wealth management:

  • Portfolio and Risk Management
  • Tax Efficiency
  • Cash Management
  • Retirement Planning / Income Planning
  • Lending Based Solutions
  • Trust and Estate Services
  • Small Business Services
  • Life / Long Term Care Insurance
  • Concentrated and Restrictive Stock Strategies

If you are looking for professional guidance, a second look at your current strategy, or just getting started in the investment world, I invite you to schedule an introduction meeting with me by entering your information below

Experience & History

Education

  • CERTIFIED FINANCIAL PLANNER™
  • Duquesne University School of Business – Certificate in Financial Planning
  • Allegheny College – Bachelor’s Degree in Economics

About Me

I am a Pittsburgh native and a die hard Steelers fan with a genuine passion for teaching and helping others. When i’m not in the office, I love exercising, playing golf, watching thrillers and spending time with my family. I live in Lake Nona with my wife Samantha and our lab, Nelly. 

 

Contact Us

720 Rugby St. Ste 200

Orlando, FL 32804  

PH: 407-648-1881