Andrew Newfield, CFP^®

Designations and licenses

Andrew is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Andrew provides clients with comprehensive wealth management services to help them achieve their goals. He specializes in working with ultra-high-net-worth individuals and families, integrating multi-generational tax, estate, philanthropic and cash flow planning with investment portfolios.

Prior to joining Mariner, Andrew spent more than a decade at SCS Financial, a multi-family office serving ultra-high-net-worth individuals and families. During his tenure, he served as a trusted advisor and primary point of contact for clients, helping them navigate complex investment, wealth planning, estate planning and family office needs.

Andrew earned a bachelor’s degree in finance from Towson University.

Personal interests

Away from the office, Andrew enjoys spending time with his wife and two children and traveling with his family. He is an avid golfer, former collegiate baseball player and enjoys skiing.

Andrew’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.