The Problem Is Not Demand, It Is Supply A few decades ago, the question of where to find Catholic...
How to Find a Catholic Financial Advisor
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Andrew Flattery
Flattery Wealth Management | Principal
Specialties: Beginning Career/Young Family | Retirement Transition | Tax Planning
Certifications or Designations: CFP®
About Andrew
Simple Wealth was born out of the question, how should younger men invest and build a financial foundation? My interest in entrepreneurship, individual stock picking, and even bitcoin were outside of the scope of the conventional advice at previous firms, that was mostly directed towards retirees. Yet, throughout my career I had witnessed the good fruits of those who had taken calculated risks in their own businesses and/or with their investments.
Previously, I was a Financial Advisor at two of the largest Financial institutions in North America, including BMO Wealth Management and RBC Wealth Management. I am a proud member of the Bitcoin Financial Advisors Network and Catholic Financial Planners Network.
In my spare time, I enjoy reading history, trail running, guitar, and chasing my children Leo, Henry, Vera around the yard.
My wife Genevra and I are parishioners at St. Andrew the Apostle Catholic Parish in Gladstone, MO. I am the creator and host of The Reformed Financial Advisor podcast and occasionally contribute to The Moonlight Graham Show.
Address
1520 Clay Street Suite F-3
North Kansas City, Missouri 64116
Andrew’s Latest Content
A Review of Catholic Investing Options (2026)
The Catholic investing landscape in 2026 is larger, more competitive, and more theologically nuanced than most investors and advisors realize. This report, the first of its kind from an independent advisor network with no product distribution obligations, finds that Catholic investors now have access to a substantial and growing set of explicitly Catholic and faith-aligned investment products, with expense ratios as low as 9 basis points and screening approaches ranging from narrow intrinsic-evil exclusions to comprehensive three-strategy USCCB implementations.
Webinar – Introducing: Catholic Financial Planners Network
CATHOLIC FINANCIAL PLANNERS - Register for our next webinar here: https://meet.zoho.com/mVG1hRwTuW...
The Noblesse Oblige | Andy Flattery
Ben Martinek and Andy Flattery delve into generational wealth, family dynamics and inheritance,...
A Conversation with the Benedictines of Mary, Queen of the Apostles
Andy Flattery visits with Mother Abbess Cecelia of the Benedictines of Mary, Queen of the Apostles...
Is Classical Education the Answer For Our Kids?
Dr. Luke Murray, headmaster at the new Chesterton Academy of St. Philip Neary, shares his vision...
The Finances of Education for Catholic Families
Charlie Horonzy, Deb Meyer, and Andy Flattery discuss the finances of education for Catholic...
Around the Horn – Zero Interest Trap, The Universal Destination of Goods
Financial Planners Joe Ibarra and Andy Flattery discuss the zero interest rate trap and the...
Talking Dave Ramsey
*Originally recorded 7/2020* Catholic Financial Planners Ben Martinek and Andy Flattery discuss...
Around the Horn – Housing Prices, Vatican Investments, Retail Investing Boom
Around the horn episode with members of the Catholic Financial Planners Network. Topics discussed...
How Should I Save/Invest For Short-Term Goals?
In this episode we discuss all the ways that people are using financial assets to save for...
Who is Budgeting For?
Ben Martinek, Robert Franer, and Andy Flattery discuss the very foundation of personal finance -...
FREE Heroic Finance Summit – 2/27/21
Heroic Finance Summit - 2/27/21 The Catholic Financial Planners Network is excited to participate...
Around the horn – The Bezos Divorce, Religion is “Cool” Again, Biden’s Taxes
Andy Flattery, Deb Meyer, and Michael Acosta discuss the news of the day. Elon recently became the...
Financial Steps to Take When Having a Child
Ben Martinek, Sean Mullaney, and Andy Flattery discuss financial steps to take when having a...
Introducing Catholic Money Mastermind
Introducing Catholic Money Mastermind, the podcast that features conversation from CFP®...
The Catholic Priest who had Skin in the Game
A summary of an episode of The Reformed Financial Advisor Podcast. In this episode, I use the themes of Nassim Nicholas Taleb to help understand what we can learn from Pioneer Priest Fr. Bernard Donnelly.
3 reasons why we need Catholic Financial Advisors
Many Catholic laity are interested in hiring a Financial Advisor that also shares their Catholic faith. They are hoping to partner with an expert who understands their financial issues, is aligned with their values, and lives in their community. We think it is a necessary to connect Catholics with CFPs®, CPAs, and other experts in personal financial planning that are the right fit for their families.
Welcome to the Catholic Financial Planners Network
Finally, there is a Catholic voice in the personal financial planning space. We Catholics have an...
