• Private Wealth Advisor

  • Specialty

    Financial Planning Strategies

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Andy Roberts is a Private Wealth Advisor and operates RDHB Wealth Management. Andy’s services cover all areas of financial management, from investment and retirement planning to estate conservation and legacy planning. Andy specializes in helping his clients develop a comprehensive, cohesive financial strategy that is designed to fit their unique needs and enables them to meet both short and long term objectives.

A Rochester native, Andy brings more than 15 years of experience providing advice on financial planning strategies. Andy received his B.S. degree in Business with a concentration in Finance from The State University of New York College at Brockport in 2000, and obtained his securities & advisory licenses shortly after graduating. He is licensed to offer Life, Accident, and Health Insurance with a certification in NYS Partnership for Long-term Care and is a 13-year member of the Financial Services Institute that acts as an advocate for independent financial services firms nationwide. Andy has recently completed the Certified Financial Planner Board-registered education program towards obtaining his Certified Financial Planner™ designation.

Andy’s experience started on an institutional trade desk where he made markets in domestic bank stocks. Andy later joined a global financial services firm where he spent time in the Philippines offering international clients in Asia, South America, and Europe the ability to purchase US domiciled offshore investments. Shortly after his travels he joined the U.S. based division of the firm to manage and supervise financial advisors located throughout the US. Since 2004, Andy focused on building his practice by providing financial planning services specifically to individuals and their families. In 2012 he transitioned his practice to a small boutique firm, Charleton Financial that specializes in serving high net worth clients, of which he remains affiliated with to consult on compliance issues relating to industry rules & regulations.

Andy has written articles in local and national publications including CNBC and Yahoo! Finance on topics relating to retirement income planning, financial planning strategies, and market analysis.