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Andrew Dwelley

Andrew Dwelley, CFP®, CKA®

Private Wealth Advisor
Charlotte, NC

Andrew Dwelley is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Charlotte, North Carolina.

As an experienced wealth advisor to individuals, families, and businesses, Andrew uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Andrew and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Prior to joining Ronald Blue Trust, Andrew worked as assistant director of admissions verification at Liberty University. He was responsible for overseeing admission decisions to Liberty University Online.

Andrew graduated from Liberty University with a BS in business administration with a focus on financial planning. He is a CERTIFIED FINANCIAL PLANNERTM certificant and Certified Kingdom Advisor® (CKA®).

Active in his local church and community, Andrew serves as the treasurer on the board of Mission1128. This organization focuses on crisis and debriefing counseling for missionaries and pastors.

Andrew and his wife, Emily, have a son and live in Charlotte, NC. In his spare time, Andrew enjoys reading and researching investment ideas, running, and competing in marathons. Also, he is an avid disc golf player.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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