Marchand Wealth Management

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Akron, OH
Marchand Wealth Management

You don’t need a lot of money to have a financial plan- you need a smart approach. Free consultations available! Member FINRA/SIPC.

For over 30 years, I’ve helped individuals, families & business owners make the most of what they have so their money works for them. Securities and advisory services offered through LPL Financial, a registered investment advisor. finra.org, sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or co

mpleteness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/31/2026

Have you ever wondered if working with a financial planner is something you can actually afford?

The cost can vary depending on the advisor, the services included, and how the relationship is set up. Some advisors provide ongoing planning, while others may focus on specific financial needs.

Before deciding who to work with, many people find it helpful to ask what is included, how fees are explained, and what kind of support they will receive.

➡️ You do not have to be wealthy to work with a financial advisor. The goal is to understand whether the guidance and services fit your needs.

Call, email, or send me a DM if you’re facing a financial decision and want someone to help you talk through your options.

Meredith Marchand | Wealth Consultant
📞 330-606-4783
📧 [email protected]
🌐 https://www.MarchandWealthManagement.com

08/24/2026

...and you don't need a ton of wealth to work with a financial advisor.

Many people wait to find a financial advisor because they think they need more money, more income, or a clearer plan first. In reality, the questions and uncertainty are often the reason to start working with a financial advisor today.

A financial advisor helps you organize what you already have, explain available options for financial investment & growth, and may even point out information that is still needed.

➡️ Remember, working with an advisor is not only for wealthy people. It can be helpful for anyone facing an important financial decision.

Follow Marchand Wealth Management for guidance that helps seniors, widows, and families make informed financial decisions with more peace of mind.

Meredith Marchand | Wealth Consultant
📞 330-606-4783
📧 [email protected]
🌐 https://www.MarchandWealthManagement.com

08/17/2026

Retirement planning includes more than choosing where to save money. It may also involve reviewing income, investments, beneficiaries, future care costs, family needs, and changes such as retirement, widowhood, or an inheritance.

➡️ A financial advisor can help connect these parts and identify areas that may need attention. People do not need a large amount of wealth to benefit from having an organized plan.

Follow Marchand Wealth Management for financial guidance that helps older adults and their families feel more informed and prepared.

Meredith Marchand | Wealth Consultant
📞 330-606-4783
📧 [email protected]
🌐 https://www.MarchandWealthManagement.com

08/10/2026

A Roth IRA may sound useful, but the better question is whether it fits your full retirement plan.

Many people may want to consider:

📌 What other retirement accounts do I have?
📌 When might I need this money?
📌 What purpose would this account serve?
📌 Are there tax questions I should discuss with a professional?

A Roth IRA is only one part of the picture. A financial advisor can help review how an account may fit with someone’s income, savings, retirement timeline, and future needs.

If you’re not sure what questions to ask a financial advisor, call, email, or send me a DM. We can start there.

Meredith Marchand | Wealth Consultant
📞 330-606-4783
📧 [email protected]
🌐 https://www.MarchandWealthManagement.com

08/03/2026

Receiving an inheritance can come with a lot of paperwork and even more questions. When a retirement account is involved, it is important to understand what you inherited before making any changes.

Start by gathering the account statements and identifying the type of retirement account. It also helps to know whether the original owner had already started taking withdrawals and what deadlines may apply.

➡️ This is one example of when a financial advisor can help. The goal is not to rush into a decision. It is to understand the account, ask the right questions, and see how the inheritance fits into your larger financial plan.

If you’ve recently inherited money and aren’t sure what to do next, call, email, or send me a DM. We can start by reviewing what you have.

Meredith Marchand | Wealth Consultant
📞 330-606-4783
📧 [email protected]
🌐 https://www.MarchandWealthManagement.com

07/27/2026

Have you ever heard someone mention a Roth IRA and wondered how it is different from other retirement accounts?

A Roth IRA is an account used to save and invest for retirement. The money added to the account has already been taxed. If IRS requirements are met, qualified withdrawals can be tax free later.

➡️ That does not automatically make a Roth IRA the right choice for everyone. Retirement accounts serve different purposes, and many people benefit from looking at how each account fits with their income, savings, goals, and larger retirement plan.

I can help you understand your options and identify questions you may not have known to ask. You do not need to be wealthy to benefit from financial guidance.

Call, email, or send me a DM if you’re wondering whether your retirement plan still fits your life now. We can review where things stand.

Meredith Marchand | Wealth Consultant
📞 330-606-4783
📧 [email protected]
🌐 https://www.MarchandWealthManagement.com

07/20/2026

Many people find that financial confidence grows when they stop focusing on every short-term change and start focusing on the bigger picture.

That's why I always let my clients know that long-term financial growth often requires trust:

💚 Trusting yourself to make thoughtful decisions.
🧭 Trusting your plan during periods that feel slow.
🌱 Trusting that consistency can matter more than quick results.

One of the hardest parts of financial planning is that progress isn't always immediate. Sometimes the most important work is happening long before you see the results.

That's why trust plays such a powerful role.

Not blind trust. Informed trust. The kind that comes from understanding your goals, knowing your plan, and having guidance when questions come up.

If you've been wondering whether you're moving in the right direction, feel free to reach out, I'm always happy to help. ✨

Meredith Marchand | Wealth Consultant
📧 [email protected]
📞 330-606-4783
🌐 https://www.MarchandWealthManagement.com

07/14/2026

One of the biggest financial mistakes people make is relying on motivation. 📊

Motivation comes and goes. Systems keep working.

That's why many successful financial plans include automation wherever possible.

Some examples of simple systems include:

🔄 Automatic transfers to savings each payday
📈 Automatic retirement contributions
💳 Automatic bill payments to avoid missed payment penalties
📅 Calendar reminders for quarterly financial reviews

These small systems help remove decision fatigue and make progress more consistent.

➡️➡️ A strong financial plan isn't just about knowing what to do. It's about creating a process that helps it happen.

If you'd like help creating systems that support your financial goals behind the scenes, I'm always happy to help.

Be sure to follow Marchand Wealth Management for more practical financial guidance. 🧭

Meredith Marchand | Wealth Consultant
📧 [email protected]
📞 330-606-4783
🌐 https://www.MarchandWealthManagement.com

07/05/2026

A planned break from work sounds exciting, until you start thinking about all the financial details. 👀

Whether it's maternity or paternity leave, caring for a family member, a career transition, a sabbatical, or early retirement planning, time away from work can affect more than just your paycheck.

Before taking a major life break, many people benefit from reviewing:

✔️ Monthly expenses that will continue during the break
✔️ Emergency savings available if plans change
✔️ Health insurance and benefit coverage
✔️ Retirement contributions that may pause temporarily
✔️ How long existing savings can realistically support the transition

The goal isn't to avoid life changes. It's to prepare for them so they feel less stressful when they arrive.

Financial planning can help turn uncertainty into a clearer path forward, especially during seasons of life when a lot is changing at once.

If you're thinking about a major life transition and want a second perspective, feel free to reach out, I'm always happy to help!

Meredith Marchand | Wealth Consultant
📧 [email protected]
📞 330-606-4783
🌐 https://www.MarchandWealthManagement.com

06/30/2026

When life gets busy, finances are often one of the first things to get pushed aside.

The good news? Many people don't need more willpower, they need simpler systems. ⚙️

A few examples:

📱 Use a budgeting app like Monarch Money, YNAB, or EveryDollar to keep an eye on spending without tracking every purchase manually.

💰 Set up automatic transfers to savings on payday so you don't have to remember.

📅 Create one monthly "money date" on your calendar to review bills, savings, and upcoming expenses.

🔔 Use bill-pay reminders for anything that isn't on autopay.

➡️➡️ The goal isn't to think about money every day. It's to build systems that keep things moving even when life gets hectic.

Many people are surprised by how much less stressful finances feel when a few simple routines are doing the work in the background.

If you found this helpful, be sure to follow Marchand Wealth Management for more practical financial insights. ✨

Meredith Marchand | Wealth Consultant
📧 [email protected]
📞 330-606-4783
🌐 https://www.MarchandWealthManagement.com

Address

291 North Cleveland Massillon Road, Suite 100
Akron, OH
44333

Telephone

+13302371151

Website

http://www.MarchandWealthManagement.com/

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