Andrew Rotz

CFP®, MBA
Wealth Advisor

My job is to give you partnership, knowledge, and the confidence to help you and your family achieve your financial goals and aspirations.

Meet Andrew

Show Transcript

Andrew is a Wealth Advisor based in Raleigh, North Carolina. He joined Mercer Advisors in 2026, bringing 14 years of experience in financial services, most recently as Founding Guide and Advisor for Fruitful. He also serves as a Commander in the U.S. Navy Reserve. Andrew is motivated by teaching and by seeing the sense of relief clients may feel when they gain clarity and confidence in their financial journey. His desire to make a positive impact led him to pursue a helping profession, whether through military service or personal finance. Andrew earned a B.A. degree in history from the University of Florida and an MBA from North Carolina State University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Certified College Financial Consultant.

Andrew’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Andrew has focused experience in these areas:

working style

Andrew is collaborative by nature, recognizing that personal finances require active participation from everyone involved. He brings a candid, honest approach and a military background that resonates with clients who prefer a direct style. Andrew is dedicated to teaching clients not just what to do, but why it matters. He responds quickly to every client inquiry.

Andrew in real life

What keeps you busy outside of work?

I am still an active member of the U.S. Navy Reserve. It gives me a chance to remain engaged in what I feel is my patriotic duty, to travel periodically, and to learn amazing new skills and knowledge. I try to spend my free time exploring with my family or enjoying the outdoors, preferably at a great winery after a hike.

Any words you try to live by?

“Semper Gumby” (which is a fun made-up term for “always be flexible”) is our family motto, which has helped us embrace the unpredictability of multiple military deployments over a 15-year military career. The mindset helps us stay centered on what’s important: family, health, and happiness.

What’s one thing you are surprisingly good at?

I have an almost encyclopedic mind for Star Wars knowledge and lore. I’ve consumed most Star Wars content out in the galaxy far, far away … books, movies, TV shows, comics. It’s been a great way to connect with my kids even when I am away for work.

Andrew’s snapshots

Andrew Rotz - In Greece
Andrew Rotz - with Leslie
Andrew Rotz - with boys

Meet Andrew’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Andrew counts on — and how they work together to support you.
Frances Hymiller

Frances Hymiller

Wealth Advisor

What Andrew Says

Frances is a wealth of Mercer Advisors and industry knowledge and is always game to answer questions or brainstorm together, which helps us present the right options to clients.

Matthew Williams

Matthew Williams

Wealth Advisor

What Andrew Says

Matt has been great at sharing resources and insights into how he collaborates with his clients. This helps me stay organized and be better prepared for my own clients.

Amy Boyd

Amy Boyd

Sr. Financial Planner

What Andrew Says

Amy is a fountain of financial planning knowledge. She helps me evaluate the right solutions for my clients, and our discussions have strengthened my ability to understand the financial implications of different strategies and make more informed recommendations.

Ready to learn more?

Mercer Advisors Team