Register Financial Advisors, LLC
Wealth Management, Retirement & Investing
Your goals. Your plan. Trusted guidance.
For People Like You
Busy Professionals
Retirees & Pre-Retirees
Retirees & Pre-Retirees
Busy professionals looking to make the most of their financial lives and achieve their desired level of wealth and security.
Retirees & Pre-Retirees
Retirees & Pre-Retirees
Retirees & Pre-Retirees
Retirees and pre-retirees seeking investment and planning strategies that support their vision of the future and enable them to leave a financial legacy to those who matter most.
Frequently Asked Questions
Clients' accounts are maintained at Charles Schwab or Wells Fargo Clearing Services.
Clients’ portfolios are designed around three important factors:
• Your financial goals (retirement, income, legacy, etc.)
• Your comfort level with market ups and downs
• Your time horizon (when you will need the money)
Portfolios are globally diversified across U.S. and international stocks and bonds using low-cost, tax-efficient exchange-traded funds (ETFs) and, in some cases, institutional mutual funds. These funds are generally designed to track a specific market index or asset class rather than trying to outperform the market.
Client portfolios are invested in professionally designed model portfolios created and managed by established asset management firms.
My approach is long-term and follows a buy, hold, and rebalance strategy. This means we stay disciplined, avoid emotional decisions, and periodically adjust the portfolio to maintain your intended allocation.
We do not engage in:
• Individual stock picking
• Options trading
• Speculation
• Market timing
My philosophy is based on diversification, discipline, and long-term planning.
Advisory services are provided on a fee-basis, where clients pay a quarterly, agreed-upon advisory fee that is deducted from their account(s). I also receive a commission when a client purchases an insurance product such as a term life insurance policy.
My practice supports both high-net worth individuals as well as the mass affluent, where clients generally have more than $100,000 of investable assets.
Yes, I am accepting new clients. You can click the link below to schedule an initial phone consultation. I look forward to hearing from you!
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
COPYRIGHT © 2025 ANDREW MAY. ALL RIGHTS RESERVED.
ADVISORY SERVICES OFFERED THROUGH REGISTER FINANCIAL ADVISORS, LLC.
Securities offered throUGH Register financial associates, inc., finra broker/dealer
DISCLOSURES | FINRA BROKER CHECK | EMERGENCY PROCEDURES | CFP ® BOARD | FORM CRS
PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS.
INFORMATION CONTAINED HEREIN HAS BEEN DERIVED FROM SOURCES BELIEVED TO BE RELIABLE, BUT IS NOT GUARANTEED AS TO THE ACCURACY AND DOES NOT PURPORT TO BE A COMPLETE ANALYSIS OF THE SECURITY, COMPANY, OR INDUSTRY INVOLVED. THIS WEBSITE IS FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSTITUTE INVESTMENT ADVICE, NOR SHOULD IT BE CONSIDERED A RECOMMENDATION TO PURCHASE OR SELL ANY PARTICULAR SECURITY OR IMPLEMENT ANY PARTICULAR INVESTMENT STRATEGY. WE RESERVE THE RIGHT TO MODIFY OUR CURRENT INVESTMENT STRATEGIES AND TECHNIQUES BASED ON CHANGING MARKET DYNAMICS OR CLIENT NEEDS. IT SHOULD NOT BE ASSUMED THAT ANY OF THE SECURITIES TRANSACTIONS, HOLDINGS OR SECTORS DISCUSSED WERE OR WILL PROVE TO BE PROFITABLE, OR THAT THE INVESTMENT RECOMMENDATIONS OR DECISIONS WE MAKE IN THE FUTURE WILL BE PROFITABLE. INVESTING INVOLVES RISK, INCLUDING POSSIBLE LOSS OF PRINCIPAL. THE STRATEGIES DISCUSSED HEREIN MAY NOT BE SUITABLE FOR ALL INVESTORS AND YOU ARE URGED TO DISCUSS THE SPECIFIC RISKS WITH YOUR ADVISER PRIOR TO INVESTING.
PAST PERFORMANCE DOES NOT GUARANTEE OR INDICATE FUTURE RESULTS. CURRENT PERFORMANCE MAY BE LOWER OR HIGHER THAN ANY PERFORMANCE QUOTED. THE VALUE OF INVESTMENTS AND THE INCOME DERIVED FROM THEM MAY GO DOWN AS WELL AS UP AND ARE NOT GUARANTEED. YOU MAY NOT GET BACK THE AMOUNT YOU ORIGINALLY INVESTED.
WE ACCEPT NO LIABILITY FOR THE CONTENT OF THIRD-PARTY WEBSITES LINKED THROUGH THIS WEBSITE, OR FOR THE CONSEQUENCES OF ANY ACTIONS TAKEN ON THE BASIS OF THE INFORMATION PROVIDED, UNLESS THAT INFORMATION IS SUBSEQUENTLY CONFIRMED IN WRITING.
ADDITIONAL INFORMATION ABOUT THE RISKS CAN BE FOUND IN FORM ADV PART 2, WHICH IS AVAILABLE FREE OF CHARGE UPON REQUEST.
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