About Simplified Wealth
Simplified Wealth is a financial planning firm that provides customized solutions for client's unique financial needs. Our approach focuses on building strong relationships with clients and taking a hands-on approach to problem-solving.
We aim to make a difference in people's lives by providing authentic and comprehensive financial solutions.
Founder Story - Meet Andrew Lippert
Hi, I’m Andrew Lippert, founder of Simplified Wealth. Let me get straight to the point by answering one question.
Why would someone walk away from a comfortable six-figure career to start a financial planning firm from scratch—with two young kids, two dogs, and a mortgage? Simple.
For my soul. For AJ and Ariana. And ultimately, for you. Those aren’t three different reasons—they’re really the same reason.
I want my children to grow up watching their dad do something about a problem instead of simply complaining that it existed. I want them to see that if you genuinely believe you can make a positive meaningful difference in this world, you should (thoughtfully) follow that calling. Building a firm where clients truly come first wasn’t just a career decision—it is the example I want to set for my kids. And the only I get that part right is by taking care my clients the right way.
After more than a decade in the wealth management profession, I could no longer ignore a glaring problem. Too often, advisors were encouraged to recommend the products, investments, or strategies that best fit their firm’s compensation structure—not necessarily the solution that was truly the best recommendation for the client.
Growing up as the son of a physician and an ER nurse, I always believed that strongly qualified professionals should have the freedom to prescribe what they genuinely believe is best for the person sitting across from them. Financial advice shouldn’t be any different.
So I took a leap of faith and built something different.
Simplified Wealth is a 100% independent, fee-only financial planning firm. I’m paid only by my clients—never by investment companies, insurance carriers, or product providers. Every recommendation is designed specifically for you, without the influence of commissions, sales quotas, or proprietary products. Independence doesn’t just benefit my clients—it allows me to be the best wealth manager I can be for my clients.
Outside of work, I’m a proud dad to two incredible kids, AJ and Ariana. They’re an absolute blast. Some of our favorite adventures include spending time at Wrightsville Beach, visiting Colombia. We love getting back to Cincinnati, where I spent 15 years and still have many close friends and family. Some of my favorite days are spent at my parents’ horse farm in southern Virginia or chasing waves along North Carolina's beaches.
When I’m not working, you'll often find me with the kids, in a yoga studio, walking Coney or coaching AJ’s baseball team. Those experiences keep me grounded and remind me that relationships, patience, and showing up consistently are what matter most.
Starting Simplified Wealth wasn’t simply a career move—it was a decision to build the kind of firm I always wished existed for clients.
A place where integrity isn’t a marketing slogan.
Where independence isn’t a buzzword.
Where clients are never expected to fit into a business model.
Instead, we built a business model designed to fit our clients.
I hope one day AJ and Ariana look back and remember that their dad tried to leave his profession a little better than he found it. When that happens, my clients will have benefited along the way too.
Culture
Simplified Wealth is not your average financial services firm. We pride ourselves on being true consultants, not salesmen. We're 100% independent, which means we're not handcuffed to selling proprietary products. Instead, we focus on building the best holistic strategies tailored just for you.
With our diverse experience and qualifications, we can help you navigate the different components of your financial plan, from investing to taxes, estate planning, and employer benefits. Our goal is simple: to deliver rock-solid professional solutions that genuinely and materially benefit you.
We focus on time-proven, traditional principles that lay the foundation for your financial strategy.
Founder’s Resume - Andrew Lippert
Andrew Lippert, a financial industry professional with over a decade of experience, has a diverse range of skills acquired through various roles at Fidelity Investments and Compass Financial Partners. He holds the CFP, CFA, and EA designations, and a masters degree in Investment Management & Financial Analysis from Creighton University.
During his time at Fidelity, Andrew gained valuable experience trading ETFs, stocks, mutual funds, and options. He also provided financial planning advice to individuals with various employer-sponsored plans and personal investment options. As a member of the Fixed Income (Bond) desk, he developed and implemented bond strategies with various types of debt securities. Additionally, Andrew was a research analyst with the Real Estate team, where he created regional economic and labor market analysis.
At Compass Financial Partners, he spent 2.5 years structuring employer-sponsored retirement plans for employees. In 2022, Andrew launched Simplified Wealth, a venture aimed at changing the financial industry.
Outside of work, Andrew enjoys spending time with his kids and pitbull. He also likes hot yoga, dog walks, visiting Wrightsville Beach.
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