Andrew Comstock, CFA®

Andrew Comstock, CFA

Principal—Wealth Advisor

As the co-founder and lead portfolio manager at Beyond Wealth, I’m committed to helping clients put their money to work in reaching their goals. In fact, I left the world of institutional investment management so that I could help real people achieve real financial success—a decision I’ve found to be rewarding every single day of my career.

Still, I draw on my experience from the institutional investment world to work on investment research and analyze investment portfolios on behalf of our clients at Beyond Wealth. My goal is to help you grow your wealth and use investment gains to reach your key milestones, like buying your dream house to having enough money to pay for your children’s education. Together with Brandy, we put together a comprehensive financial plan to help you get on the path of saving and investing for the long term while focusing on living your best life today.

Outside of the office, I love spending time with my family. I’m a huge Kansas City sports fan and enjoy trying all the awesome restaurants in the area, especially BBQ. As much as I love Kansas City, I’m also passionate about exploring the world. I’m a dual citizen of the U.S. and Ireland, I lived in Switzerland for four years, and I’ve traveled to 37 countries and counting. I’m also a proud cancer survivor, which gives me perspective in both my work and personal life. It’s why I’m so passionate about helping families reach their goals, feel more secure about their finances, and use their wealth to enjoy life today without taking their eye off the future.

If you’d like to get started on a path that helps you and your family reach your goals, or if you have some good restaurant or travel recommendations, reach out to me anytime.

Education and Designations

  • Chartered Financial Analyst®, CFA Institute

  • BSBA, Finance, University of Tulsa

Memberships

  • Member, CFA Institute

  • Member, Kansas City CFA Society

  • Member, Overland Park South Rotary

  • Board of Trustees, University of Tulsa

  • National Board President, University of Tulsa Alumni Association