Andy Meyer

For the last 14 years, Andy has helped guide families and business owners through all aspects of their financial lives, from investment management and retirement strategies to business transitions and estate planning. In addition to serving clients directly, Andy has played a key role in growing Vantage Financial’s capabilities and expanding its service offerings.

He has helped build out a robust investment team to support plan-driven portfolio strategies, launched an in-house tax practice to deliver more integrated planning, and led the development of the firm’s legal consulting arm to help clients address estate and entity planning needs with greater coordination.

Furthermore, Andy helped launch a private real estate and equity entity that continues to grow, enabling meaningful investments and opportunities for individuals within his professional network.

Andy is active in the local community while staying passionate about helping clients take control of their time and future through proactive, tailored advice.

“I want to help people take control of their time by aggressively planning for the future they want while hopefully having the time to enjoy the present.”

Outside of work, Andy enjoys spending time with his wife, their two kids, and their dog. He values time with family and friends, and loves being active outdoors—traveling, hiking, golfing, and making the most of each season.