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Biography

Andrew is a Principal in the New York office and has over 10 years of experience in the financial services industry. He provides comprehensive wealth planning to high net worth individuals and their families. Andrew has worked closely with partners at major law firms, corporate executives, and business owners. He is responsible for advising clients, considering their goals and unique wealth planning needs, on investments, trust and estate planning, financial decision-making, retirement planning, as well as gift and tax issues.

Prior to joining Cerity Partners, Andrew served as a Director at a large national wealth management firm formerly known as KLS Advisors. In this role, he advised law firm partners, executives, and business owners on a wide range of wealth and financial planning needs. He also served as the Secretary of the KLS Investment Committee where he conducted a variety of investment, market, and economic research. Andrew joined KLS as an associate in July 2012 and was there for over 10 years.

Education

  • B.S. in Economics from St. Lawrence University
  • M.S. in Business Administration with a concentration in finance from Martin J. Whitman School of Management at Syracuse University. The Whitman School of Management elected Andrew Beta Gamma Sigma for high academic achievement

Highlights

  • Forbes Top Next-Gen Wealth Advisors Best-In-State (2024)

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Andrew Hoercher

Client Experience

Financial Planning for the Law Firm Partner

Navigating the financial landscape as a law firm partner requires tailored planning across multiple areas, including cash flow, taxation, investment strategies, and retirement planning, to ensure long-term success and security.

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Dustin Ribergaard

Lead Concierge

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Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.