Andy Whitehair

Andy Whitehair, CPA/PFS, AEP® Partner, Tax & Family Wealth

Andy approaches his clients’ situations holistically, reaching across several disciplines to deliver value. He works not only with other professionals throughout the firm, but integrates with his clients’ outside advisors to ensure client needs are being met.

Location: Cleveland Email: Phone: 216.774.1121

Credentials & Education

  • Certified Public Accountant (Ohio & Missouri)
  • Personal Financial Specialist (PFS)
  • Accredited Estate Planner® (AEP®)
  • Master’s of Science in business administration, Washington University in
    St. Louis
  • B.S. in business administration, magna cum laude, Washington University in St. Louis

Andy’s core expertise is working with banks and trust companies, business owners, corporate executives and high-net-worth families primarily in the areas of income, trust, and estate tax compliance and consulting. Andy has worked with numerous high-net-worth families and large corporate trustees to solve some of their most complex trust and estate tax issues, coordinating multiple advisors and issues. Additionally, Andy has experience successfully managing large tax outsourcing engagements and educating his clients to help them understand a variety of technical tax issues.

  • Leads the firm’s Family Wealth Group
  • Cleveland Estate Planning Council
  • Ohio Society of CPAs
  • American Institute of CPAs
  • Speaker at Jewish Federation of Cleveland Charitable Tax Seminar, Mahoning-Shenango Valley Estate Planning Council, and various national webinars and client tax trainings
  • Frequently published in industry publications
  • AICPA Trust, Estate and Gift Tax Technical Resource Panel (Volunteer)


Andy lives in Cleveland, Ohio, with his wife and two children. Andy enjoys outdoor sports including trail running, cross country skiing and cycling. Serious about the sport of cycling, Andy rode the Register’s Annual Great Bicycle Ride Across Iowa (RAGBRAI) — a seven-day, 450-mile bike ride from one end of Iowa to the other.