Simplified Financial, founded in 2018 by Carmen Andrews, is a financial planning firm dedicated to simplifying the process of saving and investing. Our primary objective is to assist clients in reaching their financial goals by removing the complexity often associated with financial management.

Headquartered in the beautiful city of Denver, NC, Simplified Financial proudly serves the entire Lake Norman region along with its surrounding areas. With our strong presence in the community, we are committed to providing personalized financial solutions tailored to the unique needs of each client.

Simplified Financial, LLC, founded in 2018 by Carmen Andrews, is a financial planning firm dedicated to simplifying the process of saving and investing. Our primary objective is to assist clients in reaching their financial goals by removing the complexity often associated with financial management.

Securities offered through LPL Financial, member SIPC https://www.sipc.org/. Investment advice offered through Great Valley Advisor Group, an SEC-registered investment adviser. Simplified Financial, LLC and Great Valley Advisor Group are separate entities from LPL Financial.

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am/we are registered to do business, please visit www.simplified-financial.com.

Simplified Financial

Org chart

Teams

Offices

Simplified Financial

Org chart

Teams

Offices

Related companies