Andrew Surber, NSSA® Advisor · Kansas City, MO

Meet Andrew Surber, a respected CEO at Tax Favored Retirement, based in Missouri. With a profound passion for guiding business owners and individuals in taking control of their financial and retirement futures, Andrew specializes in navigating the intricate relationship between Investments, Taxes, and Risk. His unique approach combines expert insights with a dedicated team, allowing for the creation of customized plans that offer diverse, holistic solutions tailored to each client's needs.

As a holder of the NSSA® Social Security certification, Andrew Surber brings specialized knowledge of Social Security planning to every client relationship.

Andrew's commitment to a team-based, unbiased advisory practice means that clients benefit from innovative strategies outside of conventional investment portfolios. This ensures a focused effort on producing outcomes that truly align with their financial goals. A lifelong resident of Gladstone, MO, Andrew earned his Bachelor’s Degree in Business Administration from Baker University and now resides in Kansas City with his wife Jenny and their four children. Outside of work, he enjoys spending time in nature, engaging in activities like hunting, fishing, and camping.

Trustworthy and knowledgeable, Andrew Surber is your go-to expert for effective retirement planning and financial advice in the Kansas City area. Let Andrew and his team help you secure a brighter financial future.

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