Everest Wealth Management
Andrew Lich
Wealth Management Advisor|CFP®, CLU®, ChFC®, CASL®, RICP®
About Andy Lich
Andy grew up in the St. Louis, Missouri area, and resides there today with his daughters, Claire & Hannah.
Andy dedicates most of his leisure time to his family and friends, but if he's not at home or work, you are likely to find him on the golf course or boating at the Lake of the Ozarks in central Missouri. He is also an avid University of Missouri football and basketball fan. But, don't hold that against him! He is a fan of all college sports and likes to cheer on other teams, except when they are playing Mizzou!
Education & Designations
B.A. - Personal Finance from University of Missouri-Columbia (MIZZOU)
CFP® - CERTIFIED FINANCIAL PLANNERTM
The CFP® certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
CHFC® - Chartered Financial Consultant
The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
CLU® - Chartered Life Underwriter
The CLU® designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals.
CASL® - Chartered Advisor for Senior Living
The CASL® designation focuses exclusively on the unique needs of mature clients. Individuals who earn the CASL designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.
RICP® - Retirement Income Certified Professional
The RICP® designation focuses exclusively on practical ways to structure effective retirement income plans. The risks clients face-economic, and market uncertainty, inflation, outliving available income, changes in social safety nets, and rapidly escalating healthcare costs-mean financial professionals need all the latest thinking and techniques to serve the clients' changing needs.
In My Community
Everest Wealth Management strongly cares about your Financial Security, but we also care about the families and community we plan for. We are passionate about making a difference in building stronger communities through financial support, and collaboration with our partners.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Tiger Scholarship Fund
The mission of the TSF is to provide annual scholarship support for Mizzou student-athletes and to generate private funding for endowments, capital projects, and other needs as prioritized by the Department of Intercollegiate Athletics. Gifts to the Tiger Scholarship Fund are utilized in a fiscally responsible manner to prepare champions for life and to enhance and instill the three core values of the Athletics Department which are: academic integrity, social responsibility, and competitive excellence.
GP M.A.D.E Foundation
We are a non-profit organization that supports children in three pillars, all of which are close to my heart: 1. Children battling leukemia or lymphoma 2. Children facing physical challenges 3. Children and students working to overcome socioeconomic challenges
Covenant House Missouri
Covenant House Missouri welcomes youth who are runaway, trafficked, at-risk, or experiencing homelessness with unconditional love, absolute respect and a place to call home. Beyond shelter and basic needs, we deliver transformative solutions to help young people ages 16 to 24 build productive, independent and sustainable lives.
Here are my areas of expertise
Financial Planning
Wealth Management
Investment Planning & Strategies
Retirement Planning & Income Strategies
Estate Planning
Business Planning & Succession
Insurance Protection Strategies
Life Insurance Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
