Engineered to perform.

Andy Bunch CFP®, CFA®

Personal Wealth Advisor


WHAT’S THE BEST THING ABOUT YOUR JOB?
I love the analytical side of solving real world financial problems, combined with building lifelong relationships with people.  Few careers and firms offer both, and I am very thankful to have found BIP.

HOW WOULD YOU SUM YOURSELF UP IN THREE WORDS?
Loyal, Spontaneous, and Tenacious.

WHY IS BIP GOOD FOR CLIENTS?
BIP offers fiduciary investment advice, holistic financial planning, and unique private alternatives when appropriate.

WHAT DO YOU DO IN YOUR SPARE TIME?
When I’m not working, I love to spend time with my wife, son and two daughters, who are 5, 4, and 1. We love to hike, ride bikes, go to the playground and dance to 90s music.  After my kids go to sleep I like to watch The Office and read – David McCullough and Cal Newport are two favorites right now.


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