You deserve investment advice that fits your priorities—and a dedicated partner who helps you feel confident in the process. At Heritage Planning, Andrew Congleton serves as the investment point person, leading the decision-making process for client portfolios and helping ensure each strategy is aligned with your unique goals and risk tolerance.

With over 15 years of experience, including time at Oppenheimer & Co., Andrew focuses on building and managing personalized investment strategies for professionals, families, and business owners. He brings a clear, communicative approach to financial planning, helping clients make informed decisions that reflect their values.

Andrew holds Series 7 and 66 registrations, along with life and health insurance licenses. He earned his finance degree from Kansas State University and lives in Lawrence with his wife, Britani. Outside the office, he enjoys traveling and cheering on local sports teams.