Organization: Andrew T. Rich – Cornerstone Financial Strategies
Industry: Social Services

Andrew T. Rich of Cornerstone Financial Strategies offers financial planning guidance with a strong emphasis on the social services aspect of personal and family financial well-being. While financial in nature, his services are geared toward improving individual and community quality of life through accessible, values-driven planning. Andrew brings a community-centered approach to financial advising, often helping clients navigate life transitions such as retirement, family changes, or financial hardship. His practice is grounded in building personal relationships and trust, providing tailored strategies that support long-term financial health and security.

Unique to his approach is Andrew’s mission to empower underserved or faith-based communities with accessible wealth and legacy planning. He frequently engages in local outreach, workshops, and one-on-one financial education, helping individuals understand complex financial tools with clarity and compassion. Clients benefit from a holistic perspective that integrates both personal values and financial goals, supporting not just wealth accumulation but responsible stewardship. His affiliation with trusted financial networks also ensures clients have access to a wide range of planning resources. Andrew’s commitment to guidance, rather than sales, fosters a service-oriented environment focused on long-term results.

Key Services:

– Financial planning focused on life transitions and personal goals
– Retirement and legacy planning for individuals and families
– Faith-based and values-driven financial guidance
– Community outreach and financial literacy education
– Budgeting and debt management support
– Holistic financial strategies customized to client values