Andrew Conway CFP®

Senior Wealth Advisor

Based in Needham, Andrew helps multigenerational families, educators, and individuals navigate inheritance, retirement, new wealth, and concentrated stock positions. Drawing on his teaching background, he brings clarity to complex financial decisions.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Languages Spoken

German
English

Request an introduction

Who Andrew Typically Helps

Multigenerational families, families navigating inheritance or aging parents, teachers and education professionals, individuals with concentrated stock positions, younger clients experiencing new wealth or a financial windfall.

Serving Clients in

Boston • Cambridge • Needham • Wellesley • Hingham • Duxbury • Plymouth • Edgartown • Communities throughout New England

Available nationwide through virtual meetings

Questions Andrew Helps Answer

How can I transition into retirement and create sustainable income?
How can I coordinate tax planning?
How can I plan for inheritance, estate, and legacy decisions?
How can I diversify a concentrated stock position?
How can I create a clear financial plan through a major life transition?

Andrew Conway is a Senior Wealth Advisor at Mission Wealth. In his role, Andrew makes recommendations to the team on advisory service products, investment selection, suitability guidelines, and reporting. Andrew loves the chance to distill a complex situation down to a simpler solution for his clients and colleagues.

Andrew joined Mission Wealth in February 2024 through the integration of Charles Carroll Financial Partners. He continues to serve clients with the personalized guidance established there, now supported by Mission Wealth’s broader services, tools, and expertise.

In a world of cookie-cutter offerings, I strive to customize my work to the personal needs of my clients. The path to financial freedom for each individual is a puzzle waiting to be solved. Care, diligence, and personal relationships are the keys to unlocking the solution and making everyone’s life a little easier.

—Andrew Conway, Senior Wealth Advisor

Andrew’s Frequently Asked Questions

What should I expect when I begin working with Andrew as my financial advisor?

Andrew communicates proactively, especially during onboarding, and adjusts his explanations to each client’s knowledge and comfort level. Drawing on his teaching background, he helps make complex financial topics easier to understand and ends meetings with clear next steps and follow-up expectations.

Will I work directly with Andrew, and who else may support my financial plan?

Andrew will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Andrew will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Andrew if I live outside Needham or my situation is not listed above?

Yes. Andrew meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

Professional Background

Andrew Conway started his career in the finance industry as a sales and retirement specialist for an ETF asset manager. More recently, Andrew worked as a high school chemistry teacher, varsity squash and tennis coach, and associate director of college counseling at St. Sebastian’s School in Needham, MA. After leaving teaching, Andrew worked at Charles Carroll Financial Partners, an RIA in the Boston area. There, he oversaw a wide range of corporate responsibilities, including business development, marketing, operations, and investment analytics. His expertise includes college planning, ETFs, retirement plans for small businesses, and emerging technologies.

Andrew has passed Level II of the CFA Program and is a Level III CFA candidate. He holds a Bachelor’s in Chemistry with Honors from Harvard College. Andrew is a CERTIFIED FINANCIAL PLANNER® professional.

Personal Pursuits

Andrew lives with his wife, two boys, and dog in his hometown of Needham, MA. Andrew loves cooking, playing board games with friends, and playing squash and golf. He is a lifelong fan of the New England Patriots and has strong family ties to the team: his grandfather was the team doctor in the ‘70s and ‘80s, and his aunt and two cousins were all New England Patriots Cheerleaders.

Community Impact

Andrew serves as a member of the Parish Pastoral Council of St. Joseph’s Parish in Needham, MA. In this role, he actively works to strengthen the parish, engage the youth of the associated parish school, provide outreach and aid to those struggling, and be a good steward of the broader Needham community. He regularly volunteers at his son’s school and is a member of the Harvard Alumni Association and the St. Sebastian’s School Alumni Association.