Suggestions
Ricp® Andrew Eppes
I help families and small businesses pursue their financial goals so they can simplify, reduce stress, and enjoy their life today.
Andrew Eppes is a Managing Partner and Financial Advisor at Nexus Advisors LLC, based in Dallas, Texas.13 He holds several professional designations, including Certified Financial Planner (CFP®), Retirement Income Certified Professional (RICP®), and Chartered Financial Consultant (ChFC®).13
Career Background
Andrew began his career as a schoolteacher and football coach, spending five years in education before transitioning to the financial services industry in 2011.3 He joined Nexus Advisors LLC in January 2018 and has been working there for over 6 years.3
Education and Qualifications
- Bachelor of Arts in American History from the University of Texas at Austin1
- CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)13
- Retirement Income Certified Professional (RICP®)13
- Chartered Financial Consultant (ChFC®)13
Professional Focus
Andrew specializes in providing individualized financial guidance to families, business owners, entrepreneurs, and those approaching retirement.3 His expertise includes:
- Investment strategies
- Financial planning
- Retirement planning
- Wealth management
- Tax-advantaged investment strategies2
Personal Life
Andrew lives in the White Rock Lake area of Dallas, TX, with his wife Anne and their two children, Cora and Drew.1 In his free time, he enjoys relaxing with friends on Lake Travis outside of Austin or watching movies at home with his family.1