Hi, I’m Andrew Lisi, a financial planner and partner at The Next Level Planning Group.

I still remember walking up the hill to my godmother’s house as a kid, carrying the rent check on behalf of my mom. Every step felt heavy. Not just because of the climb, but because of what that walk represented. My family needed help, and I felt small and indebted with each step toward beautiful house.

That walk up the hill changed how I see money. It showed me how financial stress can make people feel powerless, even when they’re working hard and doing their best.

In college, I felt a strong calling to “help people.” While my career has taken a winding path, that theme has run through every job I’ve had, from pastoral ministry to tech sales, and now to my current work. Financial planning turned out to be the perfect blend of the pastoral and practical. I get out of bed every morning to create, mentor, solve problems, and serve people.

But here’s what drives me most: I want to free successful people from the grip money can have on them. Too many accomplished business owners and executives I meet still feel like they’re walking up the hill, carrying the weight of financial decisions alone.

I help them move from confusion to clarity. From scattered financial pieces to an organized strategy. Most importantly, from anxiety about their financial future to genuine hope and partnership.

My wife Stacy and our four kids keep me grounded. Some might say our life is busy with basketball, time outdoors, and two dogs who definitely run the house. I say our life is full.

When you’ve worked hard to build something meaningful, your financial decisions carry serious weight. You deserve a partner who understands that weight and can help carry it with you.

If you’re ready to stop walking up the hill alone, let’s talk.