Andrew Orr, MBA

Andrew W. Orr is a Senior Financial Advisor in Los Angeles with more than 35 years of experience advising individuals, families, and business owners through complex financial decisions. He holds an MBA in Financial Management and has earned the Certified Trust and Fiduciary Advisor (CTFA®) designation from the American Bankers Association. Known for a disciplined, client-first approach, Andrew brings clarity to important decisions and helps clients preserve, grow, and thoughtfully transfer wealth across generations.

Andrew’s practice places a strong emphasis on holistic estate and legacy planning strategies, guiding clients through the legal, tax, and personal dimensions of wealth with precision and intention. He designs integrated strategies that help align investment management, retirement planning, and risk management with their carefully structured estate plans—helping to ensure that wealth is preserved, efficiently transferred, and aligned with each client’s values and long-term objectives.

He advises individuals and families with evolving and increasingly complex financial lives, from those building significant wealth to those stewarding established, multigenerational legacies. His work often involves bringing structure and coordination to situations where investment, tax, and estate considerations intersect. In close partnership with clients’ attorneys and tax advisors, Andrew helps ensure strategies are not only technically sound, but practical, clearly communicated, and adaptable over time.

What distinguishes Andrew is his ability to simplify complexity. Drawing on decades of experience across changing markets and regulatory environments, he translates sophisticated wealth and estate planning concepts into clear, actionable guidance—empowering clients to make confident decisions at every stage of life. His approach is grounded in foresight and adaptability, helping clients navigate both anticipated transitions and unexpected events without losing sight of long-term priorities.

Andrew’s practice is built on enduring relationships defined by discretion, consistency, and trust. He believes successful wealth management extends beyond portfolio performance—it is a collaborative partnership shaped by deep listening, thoughtful planning, and strategies that evolve alongside clients’ lives, families, and ambitions.

Committed to continuous learning, Andrew remains actively engaged with market developments, regulatory changes, and planning innovations to provide clients with informed, forward-looking guidance in an increasingly complex landscape.

Andrew welcomes the opportunity to engage in a thoughtful, confidential conversation about your financial goals and the legacy you intend to build.

CA Insurance License #0F77775, Resident State CA