Helping clients with their financial planning and investment needs begins with building strong, lasting relationships. As a financial planner for Whitaker-Myers Wealth Managers, Andrew Young puts his clients and their needs first as a fiduciary. Andrew likes to take a client goals-based approach to build their financial plan around that. This includes looking at cash flow, cash management, tax planning, investment management and estate planning. Focusing on pre and early retirees Andrew likes to use his tax experience to emphasize the tax planning to pay as little as taxes over a client's lifetime. Additionally, Andrew works on a team of Dave Ramsey’s SmartVestor Pros, because like Dave,
Andrew Young
Financial Planner
Whitaker Myers Wealth Managers Ltd
United States, Ohio, Columbus
About Me
Profile Information
Financial Planner
Whitaker Myers Wealth Managers Ltd
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Columbus
Ohio
United States
Jun 26, 2025
More profiles to browse
Matthew (Bubba) Harris
Financial Advisor
LC
Lindsey Curry
Chief Financial Coaching Officer
John-Mark Young
President / Chief Investment Officer
David Gearhart
Fiduciary Associate Financial Advisor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC