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Andrew Rafal

After serving the community for more than five years as a partner with Strategy Financial Group, Andrew Rafal announced the opening of his new, independent, investment advisory firm, Bayntree Wealth Advisors. With a new tag line “You Dream. We Plan.” Rafal will continue serving his clients throughout Arizona and the United States by working to help them achieve their financial, retirement and income planning goals. Bayntree Wealth Advisors’ new office is conveniently located in central Scottsdale at 6720 N. Scottsdale Road, Suite 340 with satellite office locations remaining the same in Avondale, Peoria, Oro Valley and Tucson. The new website is www.Bayntree.com.

“With my personal practice growing over the past several years, it was important for me to establish roots with my own firm, Bayntree Wealth Advisors, as well as expand my team and office space so we could continue to provide the same high level of service,” stated Rafal. “We will also be enhancing our investment management technology, offering an interactive website and creating additional service models aimed towards helping younger professionals in addition to the pre-retirees and retirees we currently serve.”

Rafal has dedicated more than a decade to helping clients achieve their financial goals and his mission remains the same:  “To provide a customized financial and income roadmap that will lead each client family to and through retirement.”  While the Retirement Planning Process will continue to evolve, the company’s offerings will continue to be based on these guiding principles:  Education, Client Service and Transparency.