Matthew Paul Spence

Advisor at Edward Jones — Martinsville, IN

Updated today

Credentials

CFP®, Series 66

Experience

12 years

Location

Martinsville, IN

Edward Jones logo

Edward Jones

Institution

Total advisors

24,223

Across 14,151 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Matthew Spence is a CFP®-certified financial advisor with 11 years of industry experience. He has been with Edward Jones in Martinsville, IN since 2014. Outside of his advisory work, he owns a rental property for his father. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management ESG / Sustainable investing

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Martinsville, IN

Martinsville IN

Advisors at this office

1

Most active in

Indiana · Texas

Work history

12 years of industry experience

Edward Jones

2014 - Present • 12 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Richard D

Series 63, Series 65

Bargersville, IN

Doyle Investment Management

Richard Doyle is a financial advisor at Doyle Investment Management with 24 years of industry experience. He has held the Series 63 and Series 65 designations and has been with Cornerstone Capital Management, Inc. since 2005. Doyle Investment Management provides investment supervisory services and financial planning to individuals, families, corporations, businesses, trusts, and estates. The firm manages client portfolios on a discretionary basis, primarily using Exchange Traded Funds (ETFs), and applies a combination of fundamental, technical, charting, and cyclical analysis to construct diversified portfolios aimed at managing risk.

Options & derivatives strategies Passive / index investing
user avatar

Kyle B

Series 65

Greenwood, IN

Benham Advisory Group

Kyle Benham is a financial advisor with Benham Advisory Group in Greenwood, IN, holding a Series 65 credential and five years of industry experience. He has worked with Integrity Wealth Solutions and leads Benham Advisory Group, which he founded in 2024. Outside of finance, Benham has been involved in several media productions, including Netflix’s Chelsea Handler Productions and Apple TV’s Carpool Karaoke: The Series. Benham Advisory Group provides discretionary asset management and financial planning services to both high-net-worth and non-HNW individual investors. The firm employs rules-based investment models incorporating economic, fundamental, technical, and quantitative analysis, managing portfolios on a discretionary basis with regular reviews and reporting.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
user avatar

Logan B

Series 65

Greenwood, IN

Benham Advisory Group

Logan Benham is a financial advisor at Benham Advisory Group in Greenwood, IN, with seven years of industry experience. He holds a Series 65 credential and has worked at Integrity Wealth Solutions and Benham Advisory Group since 2018. Outside of advising, he is involved in tax preparation and administrative support through the firm’s affiliated business. Benham Advisory Group provides discretionary asset management and financial planning to both high-net-worth and non-high-net-worth individual investors. The firm employs rules-based models incorporating economic, fundamental, technical, and quantitative analysis, managing approximately $94.4 million across 345 client relationships.

Wealth management Cash flow / budgeting Retirement income strategy General tax planning General estate planning guidance
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Paul T

CFP®, Series 63, Series 66

Martinsville, IN

Silver Oak Securities, Inc.

Paul Tingley is a CFP® with 39 years of industry experience, currently affiliated with Silver Oak Securities, Inc. since 2018. His prior work includes roles at Ssnai, Securities Service Network, Financial Resource Advisors, and Concourse Financial Group Securities, Inc. Outside of investment advisory, he manages a fixed insurance agency and a farm in Martinsville, IN. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension plans, corporations, and estates through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs with a primarily discretionary, customized investment approach tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

John D

Series 66

Monrovia, IN

First Heartland Consultants, Inc.

John Dowell is a financial advisor at First Heartland Consultants, Inc. with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years before joining First Heartland Capital Inc. in 2022. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management, and model-based self-directed brokerage account programs. The firm’s advisory services are delivered through independent representatives using a combination of fundamental, technical, and cyclical analysis and offer both strategic and tactical asset allocation.

Annuities Income planning Cash flow / budgeting
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Andrew R

Series 65

Greenwood, IN

Redhawk Wealth Advisors, Inc.

Andrew Riis is a financial advisor at Redhawk Wealth Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and previously worked at Able Financial Group for six years. Outside of advising, he is a 50% owner of Reachout Marketing, LLC, a marketing agency. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to individuals, families, estates, trusts, retirement plans, and charitable organizations. The firm emphasizes strategic and tactical asset allocation across multiple asset classes and offers services such as multi-generational wealth planning and separately managed accounts.

Private / alternative investments ESG / Sustainable investing Real estate investing Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner Executive
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