About Andrew
Andrew Lewis is a financial advisor with a decade of experience helping clients build wealth, plan confidently for the future, and approach retirement with clarity and peace of mind. With a B.A. in Economics from Furman University and licenses including the Series 65 and life and health insurance, Andrew brings a strong foundation of technical knowledge to his work—but it’s his problem-solving mindset and calm, clear communication style that clients value most.Â
Andrew was drawn to investment advising by the challenge of creating customized solutions for each individual. He believes that financial planning isn’t one-size-fits-all; instead, it’s a thoughtful process of listening, analyzing, and designing strategies that align with personal values and long-term goals. At the heart of his work is a desire to simplify the complex, making financial decisions more approachable and less overwhelming for his clients.Â
In his role at Encompass More, Andrew works closely with educators, individuals, and business owners. His services focus on wealth accumulation, retirement income planning, and insurance solutions—all delivered with conservative expectations and honest, thorough conversations. He maintains regular contact with clients through ongoing planning appointments and check-ins, ensuring that each relationship is built on trust, transparency, and shared understanding.Â
Outside the office, Andrew stays active through golf, working out, and enjoys an occasional surf session. He also volunteers with the Orange County Sheriff’s Office, giving back to his local community. Whether on or off the clock, Andrew’s values of integrity and karma guide his actions and decisions, influencing the way he shows up for clients and colleagues alike.Â
For Andrew, financial advising is more than a career—it’s an opportunity to serve with purpose, empower others, and build lasting relationships grounded in clarity, trust, and consistent support.Â
