Andrew B. Hart

Senior Vice President - Retirement
703.807.5824
703.966.4679

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Managing Director and Partner Andrew Hart is a respected problem solver. For over 20 years, he has been helping public and large, privately held companies develop effective executive and employee compensation and benefit programs. Many of his clients are Fortune 1000 companies. More than 15 years of Andy’s professional experience has targeted work with financial institutions on the design and implementation of executive benefits and bank owned life insurance (BOLI) programs.

  • Joined Clark Consulting in 1998, quickly becoming a top Consultant for Clark serving new and existing clients with nonqualified benefit program marketing, design, implementation, security, and administration
  • Began his career in 1992 with Schoenke & Associates, a Washington, DC area executive benefits firm.
Degrees, Certifications, and Registrations
  • Series 663 and 65 registered
  • Member of the Association of Advanced Life Underwriters
  • West Virginia University, Bachelor of Science in Finance with Specialization in Insurance and Risk Management

Follow Andrew Hart on Twitter: Follow @wvuabh
Connect with Andrew Hart on LinkedIn: linkedin.com/in/andrewhartfulcrumpartners/

Check the background of this investment professional on FINRA’s BrokerCheck

Andrew Hart is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. CA License #0F07390

Accomplishments and Service

Andy and his family make their home available as a “Foster Home” for Labrador Retrievers in the Washington DC metro area. Working through Lu’s Labs, Labrador retriever Rescue, Andy, his wife, and their two sons provide food, shelter, love, and exercise to the foster dogs.



Active in community youth and sports programs for many years, Andy is a volunteer Youth Soccer Coach with the Arlington Soccer Association (ASA) and a volunteer coach for a  Northern Virginia Junior Catholic Youth Organization (NVJCYO) basketball team.



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Andrew Hart is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC. Investment Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Dr., Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.

CA License #0F07390

Check the background of this investment professional on FINRA's BrokerCheck

Registrations//​Licenses//​Certifications
Publications and Presentations
Expertise
  • Capability to operate in an entirely unbundled and open architecture business model by working with the synergistic resources for funding and plan administration.