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Andrew Derrenbacker

Advisor at J.W. Burns & Company, Inc.

Updated today

Location

Dewitt, NY 13214

Credentials

CFP®, CFA®

Industry experience

4 years

About

Andrew Derrenbacker is a CFP® and CFA® at J.W. Burns & Company, Inc. in Dewitt, NY, with eight years at the firm and a total of four years of industry experience. He previously worked and studied at Colgate University from 2014 to 2018. J.W. Burns & Company, Inc. provides individualized portfolio management and limited financial planning to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses fundamental analysis and a long-term purchase orientation, developing personal investment policies with each client and managing approximately $872 million on a discretionary basis.

Client services

Based on J.W. Burns & Company, Inc.

Financial planning Portfolio management

Expertise

Based on J.W. Burns & Company, Inc.

General retirement planning

Fee options

Percentage

Negotiable up to 1.00% annually

Other

Account minimum: $250,000

Location

5789 Widewaters Parkway

Dewitt, NY 13214

Most active in

New York · Texas

Work history

J.W. Burns & Company, Inc.

2018 - Present (8 years)

J.W. Burns & Company, Inc.

2014 - 2018 (4 years)

Colgate University

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Annuities Real estate investing
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Syracuse, NY

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Wealth management
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Cazenovia, NY

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Wealth management General retirement planning Income planning Annuities Passive / index investing
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General retirement planning College savings (529s, UTMA, etc.) Debt management
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Series 63, Series 66

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Champion, Jessica

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Series 63, Series 65

Marietta, NY

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Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Passive / index investing Active portfolio management
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