Meghan Mullikin, CFP®, CTFA, CAP®
Senior Financial Advisor
Meghan is a Senior Financial Advisor at Journey Advisory Group, bringing extensive experience as a CERTIFIED FINANCIAL PLANNER® (CFP®) , Certified Trust and Fiduciary Advisor, and Chartered Advisor in Philanthropy® (CAP®). She takes a comprehensive and holistic approach to financial planning with clients, coordinating with their other personal professionals including CPAs and attorneys to ensure seamless execution. Her clients gain peace of mind knowing their retirement plans are thoughtfully tailored to their specific needs.
Meghan specializes in guiding women through transitions like career changes, inheritance, loss of a spouse, or divorce. She provides expert advice to corporate professionals facing decisions around their company stock plans and helps them make informed decisions about saving, investing, and retirement planning.
Her career began at Fifth Third Private Bank, where she developed expertise in trust administration and wealth management. Before joining JAG, Meghan was a Wealth Advisor, focusing on complex client needs, including retirement, cash flow, tax, and estate planning. She holds a bachelor’s degree in economics from the University of Kentucky and an Executive Certificate in Financial Planning from Xavier University.
Outside of work, Meghan enjoys traveling with her spouse, Brett, hiking with her dog, Archie, kayaking, exercising, reading, gardening, and cooking. She is committed to her community, serving as a board member of the Freestore Foodbank and previously contributing to the finance and investment committees for Keep Cincinnati Beautiful.