At Purpose Driven Retirement Planners, we believe knowledge is the cornerstone of empowerment. We pledge to inform first, leaving you enriched with wisdom to navigate your financial landscape.
We specialize in crafting financial strategies for federal employees. Our mission is simple: to inform, empower, and guide you toward maximizing your federal benefits in turn providing a reliable future. With a focus on personalized service, we’re here to navigate the complexities of federal benefits together, helping to ensure you’re well prepared for tomorrow.
We distinguish ourselves by specifically catering to the financial needs of federal employees and educators. We operate beyond the confines of the standard workweek, dedicating ourselves to your unique financial journey whenever you need us.
Your aspirations become our aspirations. In every retirement strategy we devise, we concentrate on five pivotal areas of action—equipping you with the necessary resources to confidently pursue your goals, realize your retirement goals, and live out the mission you’ve dedicated your life to serving the public and shaping minds.
Stuart’s dedication to financial planning was kindled by personal loss, understanding the stark consequences it can have on survivors. He leverages his talent for numbers and his commitment to helping others by guiding families toward financial stability and protection against unexpected life events. With over two decades in the financial industry, Stuart holds credentials as a Chartered Federal Employee Benefits Consultant (ChFEBC℠), and Federal Retirement Coach (FRC℠), mainly aiding federal employees and teachers with retirement strategies, including defined benefit pension plans and income planning.
Graduating in 2005 from Virginia Commonwealth University, Stuart now resides in Richmond with his wife, Andrea, their two children, and a bevy of unnamed cats. Balancing family life and client service,he indulges his love for sports by coaching girls’ basketball locally, exemplifying his commitment to his community and family.
Andrew’s passion for helping others plan for their financial future was sparked by personal family experiences, witnessing firsthand the stress and hardship that can come when planning is overlooked. These experiences, combined with his lifelong interest in finance, drive his commitment to helping individuals and families gain clarity and confidence in their financial decisions.
Originally from Fredericksburg, Andrew began his journey studying finance at Old Dominion University before transitioning directly into the financial services field. Now based in Orange, Virginia, he brings a friendly, educational approach to his work, focusing on making complex financial conversations approachable and relatable.
Outside the office, Andrew enjoys spending time with family, playing guitar, and staying active in his local community.
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.