Drew Horwitz

Andrew Horwitz is responsible for developing customized wealth management strategies and financial plans for prominent individuals, families, and business owners throughout the Harrisburg, Pa.area.

His areas of expertise include estate and retirement planning, insurance planning, investment planning, education planning, business succession planning, legacy planning, and philanthropic planning.

Horwitz has more than a decade of experience in the financial services industry and held numerous positions in the Personal Financial Planning Group at The Vanguard Group. Earlier in his career, Horwitz served as a practicing attorney, specializing in wills and trusts.

Horwitz holds a JD from Widener University School of Law and a bachelor’s degree in Health Policy and Administration from Pennsylvania State University. He holds his Pennsylvania and New Jersey law licenses  and his Series 6, 7, 24, 63, 65 Securities licenses, as well as his Pennsylvania Life, Variable Annuities,  Accident, and Health licenses.

Horwitz is a member of the Financial Planning Association for the Central Pennsylvania Region and the Pennsylvania Bar Association.