Joseph McFarland at Meridian Wealth Management, LLC

Lexington, Kentucky

Call (859) 433-2098 Visit website →

About

McFarland Chase Group, based in Lexington, Kentucky, offers investment management and retirement planning services to clients with over $340 million in assets under management. The firm's advisors hold CFA credentials and bring approximately 50–60 years of combined professional experience. The firm structures its approach around understanding individual client circumstances and integrating multiple aspects of financial life, including investment strategy, tax planning, and estate considerations.

Specialties

Investment Management Retirement Planning Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-5PM, Tuesday: 9AM-5PM, Wednesday: 9AM-5PM, Thursday: 9AM-5PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No

Professional credentials

CFA

Chartered Financial Analyst

Investment analysis and portfolio management credential, considered the gold standard for investment professionals

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