Kron & Polis Financial Group
of Wells Fargo Advisors

CONNECT

Address:

30 South 17th Street, Suite 2000
Philadelphia, PA 19103-4097

Phone:

215-564-2614

Fax/Other:

215-564-7979

Andrew M. Polis

Andrew M. Polis

Managing Director-Investments

Andrew is a founding team member and serves as Managing Director - Investments for The Kron & Polis Financial Group.  He brings more than 30 years of financial services experience to his clients by helping them build and manage customized wealth plans with a focus on risk management and tax efficiency.

Andrew has been awarded the Premier Advisor designation at Wells Fargo Advisors since 2009.  The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.  Andy has also been acknowledged as a Five Star Wealth Manager by Phildaelphia Magazine 2012 to present.1  

Andrew brings a multi-generational aspect to the team as he worked side by side with his father, advising clients for more than 25 years.  He strives to continue that legacy and actively collaborates with his team to provide multi-generational wealth planning and financial advice to their clients.

Away from the office Andrew is an avid tennis player and active in his Synagogue.  Andrew earned his Bachelor of Arts in Business Administration from Westchester University and he and his wife, Deborah, have two grown sons and live in  Huntingdon Valley, PA.

 

1. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3022 Philadelphia area wealth managers were considered for the award; 437 (14 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 2671 considered, 660 winners; 2015: 4696 considered, 805 winners; 2014: 4438 considered, 856 winners; 2013: 3354 considered, 934 winners; 2012: 2847 considered, 773 winners. 

Phone 215-564-8834
Fax 215-564-7979
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals