Andy Wharton

Andy is responsible for assisting advisors with their technology platform and helping them run smoother operations. Andy has a passion for wealth management and assisting clients with the growth of their firms. As a CPA, he brings years of tax management experience, innovative solutions, and expertise in client relations to the team.

Prior to joining LibertyFi, Andy spent the past four years at Pearce, Bevill, Leesburg, Moore, P.C., most recently as a Senior Accountant. He holds a Bachelor of Business Administration in Accounting from the University of Alabama and a master’s degree in Accounting from Samford University. He loves spending time outdoors, and in his free time can be found fishing, boating, and playing golf. He and his wife reside in Birmingham.