Andrew Tate is our newest financial advisor to the Bisbe Capital team. He brings years of U.S. Army service to his role as a financial advisor—where discipline, strategic thinking, and integrity are at the foundation of every client relationship. He joined the Army because of his love of country and service of others. His military background instilled a deep respect for preparation, precision, and long-term planning, all of which now guide his approach to helping individuals and families build lasting financial confidence. Helping clients reach their retirement and investment goals is his top priority.

Andrew holds both the Series 7 and Series 66 licenses, and he strives to help his clients reach their goals by offering comprehensive investment advice and financial planning services. He specializes in crafting personalized strategies that align with each client’s risk tolerance or goals, whether it’s retirement planning, wealth preservation, portfolio management, or saving for education.

Andrew has lived in Cincinnati for most of his life and lives close to the office with his fiancée, Maddie. In his free time, Andrew enjoys playing frisbee golf, fishing, watching sports, and going out on the golf course.