Andy Hunt, CFP®, ChSNC®

Texas State Icon Dallas, Texas
Vice President/Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Special Needs Consultant®
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About Andy

Andy Hunt has more than 26 years of experience in financial services. He joined EP Wealth Advisors in 2022. Among his previous roles are Director, Wealth Management at Polaris Wealth Advisory Group, LLC, as well as positions at Fidelity Investments and Charles Schwab. Andy works with families and individuals who need help navigating the financial world of business ownership, retirement planning, and providing for family members with disabilities. He was inspired to choose his career in part by a personal experience during his junior year of college: he saw his parents’ stock broker lose almost their entire life savings. Andy dedicated himself to wealth management because he never wanted to see that happen to anyone again. His chief advice to clients is, “Live within your means.” When he’s not helping clients live their best financial lives, Andy is an avid runner and reader, and is active in the church community at Highland Park Methodist Church. He is the father of two daughters, one of whom is a special needs child with CHARGE Syndrome. Andy serves on the Board of Directors for Jeffrey Has Heart, a non-profit that supports families with children who have congenital heart disease.

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Education

Southern Methodist University Cox School of Business, MBA
Southern Methodist University, B.A., Religious Studies

How can Andy help?

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Andy works in our Dallas office in Texas, see their office information here.
Dallas Office