Andrew Todd, CFP

Andrew's Bio

Andrew began his career in 2000 with an independent advisory firm in Columbia, SC after graduating from the University of South Carolina. Over the next several years, Andrew worked with three different firms through their startup phases. In 2007, he decided to form his own practice shortly after earning his Certified Financial Planner designation. He went on to merge with another firm in 2011 and joined Perigon Wealth Management in April 2024.

Andrew has a passion for helping others, whether in the early stages of saving or the distribution years of retirement. He enjoys seeing clients achieve their goals and taking the worry out of investing and saving. He works primarily with individuals and retirees with a focus on multi-generational wealth management and transfer.

Andrew is a volunteer with several non-profits, including the Kirker African Medical Relief Association, HIS International and the Forest Lake Educational Foundation. He enjoys fishing, camping and being outdoors. He is a lifetime resident of Columbia, SC where he lives with his wife, Sarah, and their two sons, Sam and Henry.

Andrew's Team