Andrew James Watkins, CFP®, CLU®, ChFC®, CRPC®, CASL®
Wealth Management Advisor

Triangle Wealth Advisors

  • Mobile 919-619-3759
  • Office 919-767-6215


Andrew has been incredibly knowledgeable in our wealth management and flexible for our need. From the very first meeting till now, he always exceeds our expectations. He was different from other financial counselor. He understood our financial status as young professionals who just started the careers at first and gave practical advice and solutions to accumulate wealth in most efficient but doable way. He always makes us feel valued and important. Also, when we have our precious daughter, he helped us to get estate planning started. We feel that he truly cares about our family and gave wise and proactive advices which we did not think before. Also, he is a great educator to his customers who are not familiar in investment and financial aspects. Because of his guidance and help, we feel secure in our financial future. Also, his assistant, Kelsey is really amazing. Whenever or whatever we need, she always gets done so quickly. We highly recommend him to any young professionals who are too busy to think about their financial future everyday like us. We cannot imagine anyone could be better than him. He is a truly amazing and best wealth management specialist!

Haewon Shin, Neurologist at UNC


Our experience with Andrew and Northwestern Mutual has been extraordinary.  We have consulted with Andrew throughout every step of our financial journey - from starting a family, to switching careers, purchasing a home, and saving for education & retirement.  Andrew is intimately familiar with our situation, goals and objectives.   We would not be in the financial shape we are today without Andrew and his team!

James Delmedico, Senior Vice President at SunTrust


My partner and I have worked with Andrew and his team for a few years. Since the beginning, it has been great working with them. When first getting our financial life in order, we met with Andrew quite a few times for discussions around savings and investment goals. I always felt he had thoroughly thought about our individual situation and recommended the best course of action based on the market and our short and long term goals. We have since moved away from North Carolina, but we have enjoyed working with, and trust, Andrew and his team so much that even though we live on the other side of the country, he is still our advisor. Since the move he has been diligent about regular check-ins regarding our financial lives and making adjustments as needed to meet our goals. He and his team are extremely responsive if I ever have questions or concerns - usually getting back to me within hours, if not sooner. Working with Andrew and his team has been easy and a delight, and I will give the highest recommendation.

Ryan Fink, Anesthesiologist at Oregon Health & Sciences University


It has been a pleasure working with Andrew Watkins and his team.  Andrew is very knowledgeable and always offers me sound investment advice.  He has helped me craft a long-term, tax efficient investment strategy specifically tailored to my circumstances. Andrew clearly explains the essence of his investment advice, is willing to answer any and all questions, and is very responsive to inquiries and concerns. Overall, I highly recommend Andrew and his team.

Robert Bushman, Distinguished Professor of Accounting at UNC's Kenan-Flagler Business School


We moved to NC and found ourselves with two brand new jobs and uncertain finances. Despite good incomes, we had a great deal of financial stress. I felt vulerable and was hesitant to work with an investment company, somewhat skeptical of whether they would be looking out for themselves, or us as clients I would hope they would. We met with Andrew Watkins and these fears were instantly abolished. Andrew explained tax structures and suggested investment strategies, etc., but never lost sight of the thing that was stressing us out the most, our immediate debt. We together put a plan in place and very quickly have been able to reach our goals. We value his expertise and education, but mostly his ability to really listen to us and consider our priorities. He is readily available and has a friendly, hardworking staff. We highly recommend Andrew Watkins and NWM.

Amanda Jimenez, Pulmonologist at Duke University


I have been working with my financial team for 5 years now and have thoroughly appreciated their dedication to my financial needs. In addition to my twice yearly meetings, they are availalbe for me any time I need by email, phone or extra meetings. They have answered all my questions related to my financial planning and have really taken the time to get to know me, my needs, priorities, and plans for the future. They have tailored their recommendations to my individual situation, and I completely trust their advice. They review my overall plan every time we meet. Beyond my direct advisors, the supporting crew is also fantastic. The whole team is amazing, and I am so happy to have found them. I recommend them without reservation.

Emily H Chang, Physician at the UNC Kidney Center


I have very much enjoyed working with Andrew Watkins and his team over the past two years. Andrew has provided valuable advice and has helped us setup a financial plan that will ensure we are well positioned for future success. Our meetings with Andrew are always a very informative and productive. I highly recommend Andrew to other professionals that are seeking help developing a financial plan.

Daniel Gonzalez, Assistant Professor at UNC Eshelman School of Pharmacy


We have been working with Andrew since Elena graduated from residency training.  He has always been kind and welcoming to us, and makes us feel very important, regardless of the size of our portfolio.  There is individualized attention to our needs, and he is always adjusting our strategy based on our goals.  He has been encouraging about life changes, like changes in employment and having children, and has made sure we are prepared for bumps in the road.  We are well on our way to reaching our retirement goals at a young age, and would not have gotten to this point without his guidance.  We have recommended him to many friends and coworkers, and would do so again without hesitation.


Elena Perea, Psychiatrist at Duke University

Tim Basl, Supply Network Planner at Corning Incorporated


I've known Andrew for a number of years and started working with him two years ago. Andrew and his team manage my life and disability policies, in addition to my investments. It can be somewhat intimidating sitting down for the first time to discuss your finances. No one wants to feel that they're behind or even unknowledgeable about how it all works. Not the case at all with Andrew. He takes the time to break down important concepts in a simple way, and uses great visuals to show how planning today can shape the future. 

Andrew proactively outreaches to me (at least quarterly) to discuss my portfolio and makes recommendations on what I should keep the same or change. I've been so pleased with Andrew and his team that I've happily referred him to others, and they've become clients as well. Thank you to Andrew and team for your knowledge and expertise, proactiveness, and phenomenal service.

Laura Dettmann, Senior Vice President at Welldoc, Inc. 





The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.


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