About Lance
Lance D. Cherry, CFS®
Founder and Managing Director
Lance Cherry founded Cherry Wealth Management to provide independent, fiduciary-focused guidance for clients whose financial lives require more than one-dimensional advice. He works closely with families, business owners, and high-net-worth individuals to coordinate investment management, tax-aware planning, risk management, retirement strategy, and estate considerations into a cohesive plan.
Earlier in his career, Lance gained a broad view of the financial advisory industry through his work with national investment and retirement organizations. That experience shaped his belief that affluent clients deserve transparent advice, direct accountability, and planning that is built around their interests rather than around product distribution.
His approach is straightforward and highly personal: simplify complexity, clarify tradeoffs, and help clients make confident decisions across market cycles, life transitions, and generational planning needs.
Advisory Services offered through Markowski Investments, an SEC Registered Investment Adviser.
Education
Licenses
IBF Designations
At a Glance
Understanding Credentials