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aaron

Academic and Professional

Aaron Andreas founded Arbor Wealth Advisors, LLC in 2013 following more than a decade in the financial advisory industry. Aaron earned his bachelor of science in Industrial & Operations Engineering (BSE) Cum Laude and Masters of Business Administration (MBA) with an emphasis in Finance with Distinction from the University of Michigan – Ann Arbor. After completion of his MBA and wanting to focus his career on personal financial advising, Aaron worked at AXA Advisors, The Ayco Company, LP (A Goldman Sachs Company) and was a co-founder of Baron Wealth Management LLC. Aaron has focused his financial advisory career on assisting financially established families with their personalized financial plan. He has worked with dozens of CEOs, CFOs, and other executives of Fortune 500 companies.

The Personal Side of Aaron

  • Midwestern Roots: Spent first 18 1/2 years in Kent, Ohio; followed by an amazing 4 years in Ann Arbor, Michigan; lived in Rochester, Berkley and Royal Oak, Michigan for 11 years before settling down in Troy, Michigan in 2005.

  • Family Man: Married Katie in 2005. We have two awesome little guys – Benjamin (born 2009) and Brandon (born 2011).

  • Just for Fun: Spending time with Katie, Benjamin & Brandon and watching the guys grow up; traveling; skiing; reading; watching Michigan Wolverines football (Hail!) and Detroit Tigers baseball (Go Tigs!).

  • Best Destinations: Petoskey and Leelanau Peninsula in Northern Michigan, Captiva Island, Florida, and any ski mountain west of the Mississippi (fondest memories are in Lake Tahoe, California, Park City, Utah and Snowmass, Colorado).

  • Bucket List: Australia and New Zealand; Munich during Oktoberfest.

  • Guilty Pleasures: Brewpubs, Chips with Fresh Salsa (including my own recipe), Pretzels, and Lafayette Coneys.

  • Seconds Please: Shepard’s Pie, Smoked Brisket, BBQ Chicken Pizza, Bangers & Mash, and Lasagna (my mom’s recipe).

  • Eating Out: Slows BBQ (Detroit, Michigan), Royal Oak Brewery (Royal Oak, Michigan), and The Mucky Duck (Captiva Island, Florida).

  • Must Read Financial Books: The Behavior Gap (Carl Richards), Happy Money (Elizabeth Dunn and Michael Norton), The Millionaire Next Door (Thomas J. Stanley, William D. Danko), and The Wealthy Barber (David Chilton).

  • The Leisure Bookworm: The Fountainhead (Ayn Rand), Into The Wild (Jon Krakauer), The Catcher in the Rye (J. D. Salinger), and Moneyball (Michael Lewis).

  • Financial Advice I’ll Share with My Kids: Buy experiences, not stuff.