Brian Andrus is a CERTIFIED FINACIAL PLANNER and a managing partner of Wellspring Financial LLC. Brian has over thirty years of experience in financial services and has successfully guided many clients throughout their financial life cycle.
Mr. Andrus’ practice employs a macroeconomic approach for clients, coordinating and integrating financial decisions with goals through the Financial Engineering Process. His areas of emphasis include Comprehensive Financial Planning, Income Distribution Planning, Estate and Charitable planning and Investment Advisory Services
In addition to his private practice, Brian was Director of the Certified Financial Planning Program through Quinnipiac University.** For several years he taught the CFP curriculum to financial professionals, Attorneys and CPA’s. The program encompasses Insurance and Risk Management, Investments, Retirement Planning, Income and Estate taxation*.
Brian has been the recipient of numerous industry awards and has been a featured speaker for various institutions. He was a Five Time recipient of Connecticut Magazine 5 Star Wealth Manager Award and also received the 2005 American Red Cross Heroes of New Haven County Good Samaritan Award.
Brian lives in Guilford CT with his wife and three children. He is an active member in his community involved with civic and charitable organizations and former board member and coach of the local Youth Athletic League and is active with inner city youth athletic programs.
Connecticut Magazine Five Star Wealth Manager
2010, 2011, 2012, 2013, 2014
(* in association with Professional Development Institute through the University of North TX)
(** Brian is not a tax consultant or advisor and does not provide tax advice)