Andrew Lippert is the Founder & CEO of Simplified Wealth, an independent RIA providing the highest level of service to its clients through full service financial planning. With years of experience in the financial services industry, Andrew strives to ensure all parts of his clients' financial plans work together seamlessly.
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Firms join DPL for many reasons: To meet client demand for expanded services, to bring their clients’ insurance under their fiduciary umbrella, to differentiate their firm and offering, and more.