Schedule Your Free Second Opinion

A message from Andy VandenBerg, CFA

Are you getting the attention your 
wealth deserves?

Everyone deserves a second opinion

High-touch wealth management. Your family deserves it.

Watch Andy's 60-second overview

Andy VandenBerg, CFA

Why Andy?

1

Successful Investor

Managed $1B portfolio at a single family office. Former Principal at a private equity investment and advisory firm.

2

Succesful Entrepreneur

Started a service and software business before selling to private equity in 2023.

3

Focus on Small Client Base

Building a boutique firm to deliver high touch service to a small group of clients.

Client reviews

What clients say about working with Andy

Verified reviews via Sam's List,  the independent review platform for financial advisors

We've had a very positive experience working with Andy, his knowledge and insight has helped us verify the strategy around how wealth management can support our short and long term goals.

Conflicts of Interest

Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.

Compensation
Reviewer did not receive any compensation for this review.

Disclosure: This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List

Ben Wilson

August 16, 2025

Andy came prepared and did the work. With finances in two different countries and several citizenships with complicated tax implications, Andy impressed us with his duediligence and targeted approach to our goals- something we had not experienced with larger firms. He simplified what has always been complicated.

Conflicts of Interest

Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.

Compensation
Reviewer did not receive any compensation for this review.

Disclosure: This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List

Sarah Dengsøe

August 11, 2025

Andy was great at giving a high level overview of our financial health, but also took the time to dive into detail specific areas my husband and I had questions on. He makes the information extremely digestible and easier to understand, and gives you a clear plan of things you can do to reach your financial goals. We look forward to continuing to work with him!

Conflicts of Interest

Reviewer disclosed a personal or professional relationship with this vendor outside of the client relationship.

Compensation
Reviewer did not receive any compensation for this review.

Disclosure: This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List

Amelia Lowry

July 25, 2025

Reviews collected independently via Sam's List — not curated or edited by VDB Wealth

who is this for?

This conversation is for a specific type of client

You're a great fit if...

You want personalized wealth management built around the next 10+ years of your life

You want long-term strategies that protect your family's values and legacy

You're looking for tax-efficient investment solutions tailored to your specific goal

You value direct access to your advisor, not an assistant or support team

We're probably not a fit if...

You want a one-size-fits-all, cookie-cutter approach

You're chasing high-risk, speculative short-term returns

You prefer a transactional relationship over a holistic partnership

You're not open to honest feedback about your current financial picture

High-touch wealth management. 
Your family deserves it.

Watch Andy's 60-second overview

free resource

The Holistic Wealth Plan Checklist

Financial Planning

Is your plan built around your life and goals, or just your risk tolerance?

Aligned Investment Strategy

Do you actually know why you own what you own?

Estate Planning

Are your beneficiaries and documents current?

Tax Planning and Strategy

‍Has your advisor ever spoken to your CPA?

Risk Management and Insurance

‍Are you covered where it counts?

Retirement Income Planning

‍Do you have a real distribution strategy?

not ready to book a call?

Start with a free checklist

See exactly what a holistic wealth plan should include, and use it to evaluate your current advisor or think through the gaps yourself.

Red flags that signal your plan has gaps worth addressing

The questions you should be asking your advisor right now

7 pillars every comprehensive wealth plan must address

No obligation, no pitch. Just a practical resource

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    About Andy

    A boutique alternative to 
cookie cutter advice

    Andy VAndenBerg, CFA

    I'm Andy VandenBerg, founder of VDB Wealth. I built VDB Wealth to deliver the kind of proactive, high-touch wealth management that's increasingly hard to find at high-volume firms.

    My background spans institutional finance at Deutsche Bank, family office investing at Ocean Road Advisors (managing a $1B single-family portfolio), and entrepreneurship — including co-founding and selling WeHero in 2023. I bring that full range of experience to every client relationship.

    A message from Andy VandenBerg, CFA

    Ready to find out what you might be missing?

    No obligation. No pitch. Just an honest conversation about whether what we do is right for you.

    Or reach Andy directly: andy@vdbwealth.com

    VDB Wealth LLC is a registered investment adviser located in the State of Georgia. Registration as an investment adviser does not imply a certain level of skill or training. The information on this page is for informational purposes only and does not constitute investment, legal, tax, or financial advice. Nothing on this page should be interpreted as a solicitation, offer, or recommendation to buy or sell any securities or investment products. All investments involve risks, including the potential loss of principal. Past performance is not a guarantee of future results.

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