Andrew Young
Financial Advisor • Whitaker-Myers Wealth Managers
Your Financial Future, Planned with Purpose
I help families and individuals navigate retirement planning, investment management, and financial independence so you can live the life you've worked for.
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Years at Whitaker-Myers
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Years in Finance
Series 0
Certified
$0M+
Firm AUM
What I do
I provide ongoing financial planning, retirement planning, and investment management for individuals and families who are in or approaching retirement, and for those still building toward it.
I do this as a Financial Planner with Whitaker-Myers Wealth Managers, an independent, fee-based registered investment advisory firm held to the fiduciary standard.
Why work with me
How I differ from the typical advisor:
I specialize in retirement
Most of my work is helping clients find the best strategies for managing their finances before and throughout retirement. That focus is deliberate, not incidental.
I listen first and teach as I go
Everyone arrives with their own goals and financial history. I start by listening, and you will understand every recommendation and the reasoning behind it.
I am a fiduciary
Whitaker-Myers is a registered investment advisory firm held to the fiduciary standard. I am required to put your interests first, every time.
I am independent
Whitaker-Myers is an independent firm. Advice comes from your plan, not from a product shelf or a sales quota.
Fees explained before you commit
Asset-based, hourly, or fixed-fee arrangements, depending on what you need. We walk through every option in our first meeting, and there is no minimum investment to work together.
Social Security and pensions
Claiming decisions and pension elections are hard to undo. I help you time and structure them so they support a retirement income that lasts.
Credentialed and experienced
Series 65. Bachelor’s in Economics and Management from Wittenberg University. Ten years at J.P. Morgan Chase and Huntington National Bank before joining Whitaker-Myers in 2019.
In person or virtual
Meet at the Mansfield, Ohio office or work with me entirely online. I am registered to advise clients in Ohio and Texas.
About Andrew
Andrew Young is a Financial Planner who puts his clients and their needs first. Before joining Whitaker-Myers Wealth Managers in 2019, Andrew worked for ten years in financial services with J.P. Morgan Chase & Co. and Huntington National Bank, building deep expertise in financial analysis, risk management, and capital planning.
Much of his work involves helping clients navigate the best strategies for managing their finances before and throughout retirement. Andrew believes that listening attentively is a crucial aspect of creating a solid financial plan — understanding what matters most to each client, since everyone comes with their own goals and financial background.
Andrew works on a team of Dave Ramsey’s SmartVestor Pros, focusing on helping clients live their lives debt-free and financially independent.
Next steps
Services
What financial planning, portfolio management, retirement planning, and pension consulting look like in practice.
Start a conversation
Tell me a little about yourself and your situation. I will follow up to schedule an introductory call.