Tell me what matters.
You and I will start with a conversation about where you are, what you’re working toward, and the concerns or decisions on your mind.
What to expect
A relationship built
around your life.
Life can be unexpected. But I believe the process shouldn’t be.
Working together
Start with a conversation.
Move forward with purpose.
I’ll begin with the questions you have today and aim to build a fuller picture from there.
Look at the whole picture.
I’ll review relevant accounts, savings, obligations, and priorities. If documents are needed, I’ll arrange an approved way to share them.
Understand the recommendation.
I’ll explain the reasoning, tradeoffs, proposed services, fees, and other expenses before you decide whether to move forward.
Keep your plan connected to your life.
If you choose to work with me, I’ll implement the agreed approach and revisit it as goals and circumstances evolve.
Topics we can discuss
Bring your questions.
You don’t need to have it figured out before we talk. Start with your questions.
Investments & accounts
Investment management, account organization, risk tolerance, and balancing long-term goals with near-term needs.
Retirement decisions
Retirement readiness, IRA and workplace plan options, and planning for income needs.
Family & business goals
Education savings, business owner retirement options, and coordination with your CPA or other professionals when appropriate.
Frequently asked questions
Clarity before
commitment.
Do I need to be near retirement to reach out?
No. Andrew welcomes conversations with people approaching retirement, young professionals, families, and business owners. You do not need to fit one particular life stage to start a conversation.
What should I prepare for an introductory conversation?
Think about your main goals and questions. Recent statements may be helpful later, but you don’t need everything organized before an introductory conversation.
How do advisory fees work?
I’ll explain the services being proposed, advisory fees, and other investment or account expenses before you decide to engage. Review Meridian’s disclosures and Form CRS for additional information.
Can you help me review an old 401(k)?
I can explain options such as leaving assets in the existing plan, transferring to a new employer’s plan if permitted, or rolling into an IRA. Fees, investment choices, access rules, and your situation all matter.
Where will I access my account information?
The Client Log-in page links to Meridian’s Advyzon portal. Sign-in takes place on the external portal, not this website.
How should I send financial documents?
Contact Andrew to arrange an approved secure method. Do not send Social Security numbers, account numbers, passwords, or sensitive documents through a general website inquiry or ordinary email.
Start with your questions
Let’s talk about
what’s next.
You don’t need to have it all figured out before taking the first step.
A conversation with Andrew
Learn what to expect and how you and I can begin exploring your financial priorities.
Get Started ↗