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Andrew J. DeGroat, AIF

Wharton Hill Advisors > Andrew J. DeGroat, AIF

 

 

Phone: 215.641.2570 x358
Fax: 215.641.2573

Andrew co-established WhartonHill Advisors in 2009.  As one of the principals, Andrew’s practice has been nationally recognized for excellence not only in estate and financial planning strategies for high net worth individuals, but also in designing effective strategies to assist with fiduciary risk management involved in both qualified and non-qualified retirement plans.

Education

Bachelor of Arts in Business Management, Franklin & Marshall College, 1990

Designations and Licenses

Accredited Investment Fiduciary, AIF
Series 6, 7, 24, 63, Life and Health held with LPL Financial
Series 65 held at Independent Financial Partners (IFP)

Awards and Recognition

Financial Times 401 Top Retirement Plan Advisor, 2015, 2016, 2017
PlanAdvisors Top100 Retirement Plan Advisors, 2014, 2015, 2016, 2017
401k Wire Top 300 Most Influential Defined Contribution Advisors in the United States, 2010, 2011

Financial Times Top 401 Retirement Advisors award recognizes financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plan assets, plan participation rates, experience and industry certifications, and compliance record. TOP100 Advisors selected solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. 401k Wire Top 300 Most Influential Defined Contribution Advisors Award based on reader votes, input from distributors and statistics about advisor practice gathered directly from nominees.

 

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