Andy Tupler is a new member of EO. His business is Tupler Financial, an independent financial planning firm with experience in all areas of financial planning and wealth management. Established in 1999, Tupler Financial’s expertise and highly personalized level of service allows them to help entrepreneurs, executives and professionals successfully pursue their specific financial goals. After learning the business from the ground up with large investment and insurance firms, Andy realized that clients deserve the personalized service that Tupler Financial could only give by becoming independent.
After graduating from the University of Maryland with a bachelor’s degree in finance, Andy worked for several companies in corporate accounting and strategic planning. About the time he finished his MBA from Rider University, he realized he didn’t want to continue being an employee in the corporate world. He had survived two rounds of layoffs and didn’t want to spend his career not having control over his future. After investigating the option of purchasing several businesses, an estate attorney suggested that Andy’s background would be perfect for financial planning. He spent six years with larger firms before going out on his own and starting Tupler Financial.
The business has grown each year, except for 2009 when they saw a 25 percent decline in revenue due to the financial crisis. They have grown at least 11 percent per year from 2010 to 2013 and expect the growth to continue at that level or higher.
Andy has lived in Somerset County, N.J. almost his entire life. He and his wife, Dara, have lived in Basking Ridge, N.J. since 1998. Their son, Noah, is a sophomore at Ridge High School and their son, Shane, is an eighth grader at William Annin Middle School. Their kids have an apparel company called Spectra, which you can find on Instagram and YouTube.