Andrew Kelch

Andrew Kelch

CFP®, CFA, MS
Director
akelch@htsw.com
512-964-4155
Austin
Let’s Connect

Education

  • Bachelor’s degree in finance from the University of Texas at San Antonio
  • Master’s degree in finance from the University of Texas at San Antonio

Certification(s) & Designation(s)

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Chartered Financial Analyst (CFA®)

About Andrew

Andrew has worked in wealth management since 2003 with a wide range of client types. He began his career at a full-service broker-dealer working with high-net-worth individuals and later joined USAA, where he served members and helped to build intermediary distribution for their mutual fund business prior to its successful sale in 2019. He then joined Dimensional Fund Advisors as a regional director working with community and private banks, independent trust companies, and family offices. He is a strong advocate for financial literacy and believes a successful investment journey not only requires navigating volatile markets but also addressing investor biases and managing emotions along the way.

Andrew is a CFA® charterholder and CERTIFIED FINANCIAL PLANNER® professional who graduated with both his bachelor’s and master’s degrees in finance from the University of Texas at San Antonio.

Andrew, his wife, and their three children live in Bee Cave, Texas. He spends his free time playing tennis, surf fishing, and taking full advantage of the beautiful hill country of central Texas.

Andrew’s Recommended Reads

  • 5 minutes

    Weekly Wisdom: Fed Meeting Recap – Higher Rates, Stronger Growth

    The Fed Delivers a Rate Hike The Federal Reserve raised the federal funds target range by 25 basis points to 3.75%–4.00% at its September meeting, marking the first rate increase in more than three years.1 The decision was unanimous and largely anticipated by markets, but the more important message came from the Fed’s updated projections and…

  • 2 minutes

    The Most Powerful Financial Tool Women Have Isn’t Money. It’s Their Voice.

    Why Asking Questions May Be the Key to Financial Empowerment For years, conversations about women’s financial empowerment have centered on income, investing, and retirement planning. While those topics remain important, new research suggests the real catalyst for financial confidence may be something much simpler: asking questions. According to the Savvy Ladies 2026 Mid-Year National Women’s…

  • 2 minutes

    In the News: Stephanie Temporiti Shares Inheritance Planning Insights with Kiplinger

    Inheriting a stock portfolio can create meaningful possibilities, but it often happens during a period of grief when making major financial decisions may feel especially difficult. Stephanie Temporiti, Wealth Advisor and Executive Director at Hightower Signature Wealth, recently spoke with Coryanne Hicks of Kiplinger about the questions beneficiaries should ask before deciding what to do…