Meridian Wealth Management
47yrs
Top advisor by experience in Lexington
3yrs
Evan Schlinger is a fiduciary financial advisor in Lexington, Kentucky, with 3 years in the industry. Evan joined Strategic Advisers in 2025, after a year at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 621 advisors with offices in Lexington, and one of 568 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeLexington, KY
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Jan 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Evan
Lexington, KYOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Evan
Tailored to Evan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Evan
How do I contact Evan?
Call Strategic Advisers at (617) 563-7000 and ask for Evan Schlinger. Evan works from the Lexington, KY office.
How long has Evan been a financial advisor?
Evan has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Evan hold?
Series 66. Tap any license on this page to see what it allows.
Is Evan a fiduciary?
Evan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Evan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Evan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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