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Andrew Mickley

Advisor at Lakeside Planning

Updated today
Lakeside Planning logo

Firm

Lakeside Planning

Location

Macungie, PA

Credentials

Series 65

Industry experience

5 years

About

Andrew Mickley is a financial advisor at Lakeside Planning with five years of industry experience. He holds a Series 65 designation and has worked at Deloitte Consulting and Mickley Consulting prior to his current role. Mickley also serves as Head of Client Success at Soostone, which occupies a significant portion of his professional time. Lakeside Planning serves individual and high-net-worth clients by providing tailored investment management and comprehensive financial planning. The firm emphasizes passive investment strategies and integrates tax preparation and employee benefit plan consulting, while also offering educational seminars and speaking engagements.

Client services

Based on Lakeside Planning

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Lakeside Planning

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Tax-loss harvesting

Fee options

Percentage

$0+: 0.50% of total household net worth for Ongoing Comprehensive Financial Planning & Investment Management $0+: 0.85% of assets under management for Standalone Investment Management using Betterment as a Third-Party Manager $0+: 0.50% of total plan assets for Employee Benefit Plan Services

Project-based

$400 per hour for Project-Based Financial Planning with minimum 2 hours

Other

Minimum fee: Minimum annual fee of $4,000 for Ongoing Comprehensive Financial Planning & Investment Management

Location

Macungie, PA

Most active in

Pennsylvania · Texas

Work history

Soostone

2019 - Present (7 years)

Mickley Consulting

2018 - 2019 (1 year)

Lakeside Planning LLC

2017 - Present (9 years)

Deloitte Consulting

2014 - 2017 (3 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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Edward K

Series 66

Allentown, PA

Elk Capital Advisors, LLC

Options & derivatives strategies Annuities
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Leo F

Series 63

Orefield, PA

Investors' Choice Advisory Services, LLC

General retirement planning Wealth management Long-term care insurance Life insurance needs analysis Self-Employed
user avatar

Jason A

Series 63, Series 65

Bethlehem, PA

Weyhill Investment Counsel, LLC

Tax-loss harvesting Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Kristopher W

Series 63, Series 66

Perkasie, PA

Wallick Wealth Management

Annuities Wealth management Retirement income strategy Active portfolio management

Dave R

CFP®

Bethlehem, PA

Rowan Financial LLC

Hi, I'm Dave Rowan. As the President and Founder of Rowan Financial, my primary responsibility is to provide my clients with the tools and encouragement they need to achieve their most important goals. With over 16 years of experience in the financial services industry, I specialize in assisting real estate investors, pre-retirees and new families in growing their wealth, and bettering their own lives along with the lives of their family and community. Before founding Rowan Financial in 2011, I spent 24 years at Crayola, where I most recently served as the Director of Research & Development. Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and the Series 65 Advisor Law Certification. I hold a Bachelor of Science in Chemical Engineering from Penn State, obtained in 1992, and an MBA from Lehigh University, earned in 2000. I am also a member of the National Association of Personal Financial Planners (NAPFA) and the XY Planning Network, which affords me the opportunity to participate in multiple masterminds and study groups to learn from others and continue to enhance my skills as an advisor. I get to know each of my clients personally and understand what really matters to them beyond the numbers on their account statements. Should we work together, you will know what is possible for you in your life, and you will receive a prioritized Financial Action Plan along with the encouragement you need. I am especially passionate about helping people navigate big transitions in their lives, whether that be leaving your corporate job for full time entrepreneurship, buying your first investment property or starting a new family. I have personal experience in each of these areas and bring that technical expertise to bear should we work together. I also recognize that, like me, you’re a human being dealing with all of the emotions and concerns that these changes can bring up. When we talk about your finances, we’ll always talk about the “math” as well as the “quality of life” implications of each decision and make the call that’s best for you and those you love. When I'm not helping clients, I enjoy hiking, pickleball, trying to show up for all of my appointments with my trainer at the gym, traveling with my adult children and family, having deep conversations with my wife Stacy, and engaging in personal development to better understand myself and better serve others.

General retirement planning Real Estate Professional Approaching retirement Young Families

Lew C

CFP®

Macungie, PA

Christman Financial Advisors LLC

At Christman Financial Advisors LLC my mission is to help clients "ACHIEVE UNCOMMON FREEDOM". The purpose is to help build, manage, preserve and protect your wealth for generations no matter what stage your in or at. Clients of Christman Financial Advisors understand that by coordinating and managing today’s financial decisions they can achieve their goals for tomorrow while still enjoying the fruits of their labor today. Clients usually have no desire to manage their financial affairs on a daily basis, want to simplify their lives, and are willing to delegate that responsibility as well as enter into a long-term relationship. They know they can sleep at night knowing that I am looking out for their well being. They want to work with a professional advisor, not a sales representative. At Christman Financial Advisors, I believe people should seek to partner in their financial lives with a professional financial planner who is their guide, not their guru, who delivers discipline over promises of great investment returns, and who is an advocate for them and coordinates that advocacy with the other professionals in their lives. There are several areas that I help families and individuals when it comes to Financial Planning and Wealth Management. 1. Solid investment performance. While I cannot control the actual return you achieve on your investments my philosophy is to invest in vehicles that I know and understand and that will allow you to sleep comfortably at night. I look to diversify your investments and stress capital preservation and maintaining quality of life, not performance. 2. Control and Simplicity. My goal is to simplify your investments and personal finances and take over the burden of the daily management of those investments so that you have more control over that aspect of life. 3. Appropriate products and strategies. I help you choose the right investments and strategies (along with your other Advisors) that match your volatility (risk) tolerance and your unique situation. As a fee only Advisor I do not receive any commission from the sale of any individual product. I recommend what is in YOUR best interests. 4. Help in planning or maintaining a secure retirement and getting their financial house in order. 5. Helping you avoid mistakes. Many investors lose money because they invest at the peak and pull their money out in the troughs. I will act as your guide. A professional that you can call and talk to before making a decision.

General retirement planning HENRY (High Earners, Not Rich Yet) Gen X (Born 1965-1980)
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