Andrew Pratt, CFA®

The Wiser Wealth team is committed to helping clients identify, understand and commit to a long-term planning and investment objective that is both realistic and appropriate. Our investment and planning solutions are based on putting you first, by operating as a fee-only firm and accepting fiduciary responsibility.

Andrew Pratt

Andrew Pratt, CFA®, joined Wiser Wealth in 2023 and serves as the firm’s Investment Manager. As the Investment Manager, Andrew will be responsible for managing and analyzing client’s investment portfolios, conducting research, and providing investment recommendations. Andrew will also lead the firm’s Investment Committee and be an integral part of Wiser Wealth’s Financial Planning Committee. Andrew has over 12 years of experience working in an independent RIA firm’s investment department as an investment research analyst. During this time, he primarily focused on analyzing public market securities, but also gained extensive experience in analyzing client portfolios, asset allocation, and researching other public and private asset classes.

Andrew is a CFA charter holder, and a member of the CFA Institute and CFA Society of Atlanta. Andrew earned his bachelor’s degree in Business from the Georgia Institute of Technology. He received his MBA in Finance from Georgia State University.

Andrew lives in Roswell with his wife Caitlin, and his three daughters Charlotte, Cecilia, and Clara. In his spare time, he enjoys spending time with his family, golfing, fishing, and traveling. 

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