About Andrew
Andrew Holmes is a Wealth Advisor in the Beacon Pointe Newton, MA office. He specializes in guiding individuals and families through comprehensive financial planning, with a particular focus on student loan strategies and college planning. As both a CERTIFIED FINANCIAL PLANNER® practitioner and a Certified Student Loan Professional (CSLP®), Andrew helps clients make informed decisions around education debt. Prior to joining Beacon Pointe through the 2025 acquisition of Financial Planning Solutions, LLC., Andrew built his career around providing comprehensive retirement planning to pre-retirees, giving them the clarity to enjoy the lasting retirement they’ve worked so hard for. Outside of the office, you can catch Andrew on the softball diamond, donning a cap of his beloved Baltimore Orioles, or running alongside Castle Island in his home of South Boston. He’s also an avid skier as an Ikon pass holder, and an active platelet donor with the American Red Cross.
Areas of focus
Credentials & background
Designations
Licenses
Education
Bentley University, Boston University
Clients served
Regulatory
The firm
We are a wealth management firm focused on helping individuals, families, business, and institutions navigate financial complexity and thrive with confidence and intention. While the majority of our work is dedicated to serving private clients, our approach is rooted in experience across both private wealth management and institutional consulting. This perspective allows us to think holistically and sophisticatedly, balancing strategy, structure, and real-world decision-making. Our role is not just to provide guidance, but to serve as a long-term partner—helping clients clarify priorities and make informed decisions to achieve their goals.
134 Rumford Avenue, Suite 203, Newton, MA 02466$60B assets under management