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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Bethesda

Andrew Leach

CFP®

Portfolio Onboarding Manager

7475 Wisconsin Ave, 11th Floor
Bethesda, MD 20814

Andrew Leach
Andrew Leach

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Andrew

Andrew Leach has a sharp eye for detail, which he uses to identify opportunities for clients to stay on track to achieve their financial goals. By developing deep relationships with clients and taking the time to truly understand what’s important to them, he can better tailor the wealth solutions that will safeguard their futures through tax-efficient strategies, careful estate planning considerations and evidence-based portfolio construction.

Andrew joined Focus in 2018 after serving for five years as a portfolio advisor at ARK Financial Services. Previously, he was the director of finance for a successful small business, managing day-to-day financial, marketing and HR operations.

Andrew received a B.A. in political science from Beloit College in 2007, graduating cum laude, and earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2015. He lives near Bethesda, Maryland, with his wife, Simmie, and daughter, Eloise. In his spare time, Andrew enjoys playing and watching hockey, cooking and rock climbing.

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