John Mcandrew Financial Advisors LLC

Overview

John Mcandrew Financial Advisors LLC is an independent registered investment adviser organized as an LLC and run as an individual-owner RIA. The firm serves high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Investment approach favors manager-driven public vehicles for core exposures and selective use of third‑party alternative funds for non‑correlated return streams. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator, signaling reliance on external managers for specialized asset classes. Portfolio construction emphasizes pooled vehicles—primarily mutual funds and similar public funds—for broad equity and fixed‑income exposure, with alternatives allocated to real estate, commodities and oil & gas to provide income and diversification. Fee arrangements combine a percentage of AUM with fixed fees, reflecting a blended advisory model suitable for both ongoing wealth management and project-based planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices