Andrew Merchant, MBA

Have you ever taken a road trip without a plan? Did you map where to get gas, places to eat, and where to stop and rest? Based on my past experience, many will have a general idea of how that trip will go and a general plan to address any unplanned circumstances. However, the question is, are you implementing the same process when it comes to your current and financial future?

Andrew's primary focus is working with individuals, families, and business owners as their personal CFO, where he develops a complete client engagement experience around stewardship, collaboration, experience, accountability, and proactive communication. Andrew strives to make a positive impact on the financial success of those he serves. By working with a team of professionals, he implements appropriate strategies to help people make better informed financial decisions.

Andrew was born and raised in Wichita, KS, where he lives today with his wife and two boys. He is a graduate of the University of Kansas and earned his MBA from Baker University. He is an avid golfer and is very involved in his community.

Stewardship
My core responsibility is to provide oversight of my clients' complete financial picture.

Collaborate
I seek to reduce financial fragmentation by working collectively with my clients and their other professionals.

Experience
I aim to provide comfort to my clients by listening and applying the appropriate actions.

Accountable
I help our clients follow through on their commitments by focusing the communication around the "why".

Proactive
I act in anticipation of my clients' future concerns, needs, or changes and seek to prepare them to make the most informed financial decisions.

Learn more about Andy here.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. Tax planning and preparation services are offered through Prime Capital Tax Advisory. PCIA: 6201 College Blvd., Suite 150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness | Family Office | Tax Advisory.