Wyomissing

Andrew Urban

Associate Wealth Advisor

1210 Broadcasting Road, Suite 101
Wyomissing, PA 19610

Andrew Urban

About Andrew

As an Associate Wealth Advisor, Andrew is part of a fiduciary advisory team that works with clients to create holistic financial plans specific to their situation and goals. This involves meeting with clients to discuss their financial and personal goals while collaborating with Buckingham’s thought leaders to provide the most appropriate options and advice in developing and executing planning strategies.

He understands how important it is to be there every step of the way as a partner to his clients, answering questions and providing solutions that are best for them.

Andrew is proud to truly make a difference in clients’ lives, no matter what stage of life they may be in. He welcomes the opportunity to make lasting impacts by building deep personal relationships and understanding what is most important in his clients’ lives so he can add real value to it.

Through his studies and life experiences, Andrew has learned that every person’s situation is different and “saving” money doesn’t mean the same thing for everyone. At Buckingham, he uses this knowledge and perspective to develop financial plans that help clients and their families achieve financial freedom.

Prior to joining Buckingham in June 2021, Andrew served as a Solution Analyst with Deloitte, where he worked with government and public sector entity clients.

Andrew earned his bachelor’s degree in business with a concentration in financial services from Pennsylvania State University.

He lives in Wyomissing, Pennsylvania, where he was born and raised, and enjoys following a number of sports – especially Philadelphia and Penn State teams – as well as hiking, personal physical fitness, and spending time with family and friends.