Andrew Betts, CFP®, MBA

Andrew Betts, CFP®, MBA

Plan Consultant

Andy has been a Financial Advisor and Plan Consultant since 2007. Prior to Joining the firm Andy helped build The Traveling Vineyard, Inc. into the country’s largest direct seller of wine and wine accessories. He graduated from Carnegie Mellon University in 1993 with a BS in Chemical Engineering and from Babson College in 2001 with an MBA (Magna Cum Laude) focused on Finance and Entrepreneurship. Andy is a Certified Financial Planner™.

Andy’s work with business owners focuses both on the striving to build the most successful enterprise possible, and on working towards maximizing the benefit of that success to the owners of the business. Andy has worked with professionals in many fields that support exit planning – investment bankers, accountants, valuation professionals, attorneys, consultants to help business owners optimize their transition outcome.

With individuals he takes an educational approach, starting with the basics of cash-flow and working through asset protection, tax planning, education and major purchase planning, retirement income planning, through estate and legacy planning.

Andy holds the Series 7 and 63 registrations through LPL Financial and the Series 65 through Bickling Financial Services. As an active member of BNI and the Lexington Lion’s club, he seeks fun ways to give back to his community. He lives in Andover, Massachusetts with his wife, Sara, a son, Leito, and a daughter, Mirabelle.

Andy offers investment advisory services through Bickling Financial Services, a registered investment advisor. Dietz and Lynch Capital and LPL Financial are not affiliated with Bickling Financial Services.