Andrew Damcevski, CFP®
Why I Started AJD Wealth Management
I’ve always been drawn to finance & helping people, which led me to earn degrees in Finance and Marketing from the University of Cincinnati. My career started with an insurance giant where my job was to sell insurance and mutual funds, I quickly realized this was product sales being presented as “financial planning” - and that wasn’t for me.
I was drawn to fee-only financial planning, where advice is objective, transparent, and focused solely on the client’s best interests. This led me to starting a fee-only firm, which was later acquired by a large fee-only firm in Cincinnati. There, I worked with clients from all walks of life and discovered what I enjoy most - helping pre-retirees and retirees transition from building wealth to enjoying it.
I founded AJD Wealth Management to provide the high-touch, personalized planning that my clients deserve. My goal is to help my clients make the most of their wealth, so they can retire with confidence, clarity, and the peace of mind.
What I Love About My Work
What I love most is helping people feel good about their money and their future. Retirement comes with a lot of big decisions, and it’s easy to feel unsure about what’s next. I like making things simple, creating a solid plan, and seeing that moment when my clients realize they’ve got this!
When I’m Not Working
My wife and I like to stay busy with vacations and getting together with family and friends for grill outs & game nights! I’m also a big fan of the UC Bearcats, Cincinnati Bengals, and Cincinnati Reds. 😊