Advisors at this firm
Adam L
Series 66
Easton, MD
Andersen Wealth Management
Adam Lybarger is a financial advisor at Andersen Wealth Management in Easton, MD, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at LPL Financial LLC and PNC Investments. He is also licensed as a producer for accident, health, and life insurance. Andersen Wealth Management provides asset management, investment consulting, and standalone Social Security planning services primarily to individual clients. The firm manages approximately $81 million for around 700 clients, tailoring portfolios to client objectives and offering discretionary account management with a variety of investment strategies.
Joseph L
Series 65
Easton, MD
Andersen Wealth Management
Joseph Lorenzo is a financial advisor at Andersen Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked for New Process Fibre for 30 years before joining Andersen Wealth Management. Andersen Wealth Management serves approximately 700 individual clients, managing about $81 million in assets. The firm offers asset management, investment consulting, and specialized Social Security planning, tailoring portfolios to client objectives using a range of securities and strategies, and provides educational seminars for the community.
Brady B
Series 65
Easton, MD
Andersen Wealth Management
Brady Bailey is a financial advisor with Andersen Wealth Management in Easton, MD, holding a Series 65 designation and having one year of industry experience. Prior to joining Andersen Wealth Management, he worked at McDaniel College and briefly at Auntie Anne's. Andersen Wealth Management provides asset management, investment consulting, and standalone Social Security planning to individual clients, managing approximately $81 million for about 700 clients. The firm offers tailored portfolios monitored and rebalanced on an ongoing basis, employs various investment strategies, and provides dedicated Social Security planning services along with educational seminars for the community.
Michael A
Series 63, Series 65
Easton, MD
Andersen Wealth Management
Michael Andersen is a financial advisor at Andersen Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been a registered investment advisor since 2008. Outside of his advisory work, he is the sole owner of a small property management company in Easton, MD, which he manages on a minimal basis. Andersen Wealth Management provides asset management, investment consulting, and standalone Social Security planning primarily to individual clients. The firm manages approximately $81 million across about 700 accounts, offering tailored portfolios that include stocks, bonds, ETFs, and mutual funds, with ongoing monitoring and discretionary management.
