Andy Smith, CFP®, CExP™, AIF®, CLTC®

As a Founding and Managing Partner of Cornerstone Wealth, I’ve been proud to serve individuals, families, executives, and business owners with comprehensive wealth management solutions since beginning my career in 1998. Holding the CFP® certification, I embrace the highest standard of excellence in ethical and competent financial planning. My focus is on crafting tailored strategies that address retirement planning, investments, risk management, tax-efficient wealth transfer, and equity compensation plans such as stock options, restricted stock units, and performance shares.

I’m passionate about helping clients at every stage of their financial journey. Whether guiding executives through the complexities of retirement and benefit plans or helping business owners attract, retain, and reward employees, I enjoy providing clarity and solutions to meet unique needs. For business owners preparing to transition or retire, I offer personalized strategies to ensure a successful exit that aligns with their legacy and goals. My mission is to help every client protect and grow their wealth while creating opportunities to achieve what matters most to them.

Outside of work, my wife and I are proud parents of three and passionate about giving back to the community. As a licensed foster parent, I’ve had the privilege of providing care and support to several children and infants over the years. I’m also dedicated to supporting animal rescues in the Lake Norman area, reflecting a strong commitment to helping neglected animals. When not fostering or volunteering, I enjoy boating, traveling, and spending cherished time with family and friends. Whether professionally or personally, I’m driven by a desire to make a meaningful impact in the lives of others.