Advisor profile

My approach

Andrew Paulson - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Andrew Paulson - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Saving for Education
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • My Top Five Values: Integrity, Family, Happiness, Meaningful Work, Excellence
  • Married to Kara (Steinhardt) Paulson
  • Father to Hunter and Teddy
  • Originally from Minnesota, and now live in Capitol Hill East
  • I enjoy traveling to my family's cabin in Minnesota to swim (especially with my son), waterski, read, and relax

Community participation

  • Volunteer at Food and Friends DC