Nelson Financial Group
Andrew D Nelson
Founder & Wealth Management Advisor|CFP®, ChFC®
Here are our areas of expertise
Business Planning & Succession
Tax-Efficient Strategies
Estate Planning
Charitable Planning
Retirement Planning & Income Strategies
Business Employee & Executive Benefits Planning
Investment Planning & Strategies
Insurance Protection Strategies
THE STANDARD OF EXCELLENCE
CERTIFIED FINANCIAL PLANNER™ professional certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Our Founder
Andrew Nelson, CERTIFIED FINANCIAL PLANNER™ Professional, founded Nelson Financial Group in 2015 in Naples, Florida. In 2017, he had the opportunity to expand by opening a location in New Orleans, Louisiana. His primary focus lies in the design and implementation of comprehensive financial plans for businesses and high-income individuals.
Andrew is a Fiduciary and a CERTIFIED FINANCIAL PLANNER™ Professional. Andrew graduated from Furman University with a Bachelor of Arts degree in Business and Finance. Andrew is a Financial Advisor with Northwestern Mutual Investment Services, LLC, maintaining securities Series 7 and 66 Registrations as well as his Life, Accident & Health Insurance license.
Andrew's passion for the business stems from his ability to create and implement strategic solutions to align with the big-picture goals of a family or a business. By keeping current on changes in the industry, his clients know their plan will maintain relevance for generations to come.
Outside of the office, Andrew and his wife, Briana, enjoy traveling and spending time in the wild with their Red Labrador puppy. Andrew is on track to have visited all 50 states by the end of 2023. When not on the road, Andrew enjoys playing golf, woodworking, scuba diving, and exploring the culinary scene of New Orleans.
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.
Lending a hand in my community.
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.
