Start with you.
Your priorities, questions, and the decisions on your mind.
Andrew Marrs · Lexington, Kentucky
Your financial life.
A plan you
understand.
Know the why behind your next step.
A personal relationship. A long-term perspective.My Philosophy
Your money should make sense
in the context of your life.
Retirement. Your family. The business you’re building. I aim to help you connect the pieces and understand the tradeoffs, so each financial decision has a clear purpose.
See my approach ↗30+clients served
Business owners. Families. Trusts. Retirees.
Different priorities. A personal relationship with Andrew.Hear from Andrew’s clients ↗Investment managementRetirement planningFamily & business priorities
Meet your advisor
Andrew Marrs
Wealth Management Advisor
Meridian Wealth Management, LLC
I’m a tenth-generation Lexington native. Relationships and community are a big part of who I am, and they shape how I work with clients.
I want you to feel comfortable asking questions. Why this investment? Why this account? How does it fit with everything else? Understanding the answer matters as much as having a plan.
Get to know Andrew ↗The process
Your priorities should come first.
I start by listening.
See the whole picture.
Your accounts, obligations, family, and business belong in the same conversation.
Understand the why.
Talk through the recommendation, tradeoffs, services, and costs before deciding.
Move forward together.
Put the agreed approach into action and revisit it as your life evolves.
Where are you today?
A conversation for
your next chapter.
You don’t have to arrive with the answers. Start with the questions that matter to you.
“Am I ready to retire?”
You’ve spent years building your savings. Now it’s time to connect your accounts, investments, and income needs with the retirement you have in mind.
Plan for your next chapter ↗“How do we balance it all?”
A home, a growing family, career changes, and long-term savings. Build a foundation around the priorities competing for your attention today.
Connect your family priorities ↗“Where does my business fit?”
Personal finances and business decisions often overlap. Talk through cash needs, investing, and retirement options with your broader goals in view.
Consider your business goals ↗These are conversation starters, not client requirements. Wherever you are in your financial life, you’re welcome to reach out.
The thinking behind the plan
You should feel comfortable
asking “Why?”
A good conversation leaves you with more understanding. Explore my approach to helping you make informed financial decisions.
Visit the media collection ↗Let’s start with your questions
What’s next for you?
You don’t need to have it all figured out.
Let’s begin with a conversation.