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Matthew R Sweat

Advisor at Tlg Advisors, Inc. — Dublin, GA

Updated today

Credentials

Series 63, Series 65

Experience

13 years

Location

Dublin, GA 31021

Tlg Advisors, Inc. logo

Tlg Advisors, Inc.

Enterprise

Total advisors

300

Across 219 offices

Clients per advisor

17 Very Low

Avg AUM per client

$430,112 Typical

HNW client ratio

6% Low

About

Matthew Sweat is a financial advisor with TLG Advisors, Inc. in Dublin, GA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Equitable Advisors LLC, and M HOLDINGS SECURITIES, Inc. He is also the owner of M Sweat Financial Resources and Deep South Financial, managing non-investment related business activities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, businesses, and institutional investors, offering services such as portfolio management, financial and estate planning, ERISA fiduciary services, and the Starlight Portfolios direct-to-consumer program.

Client services

Based on Tlg Advisors, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Placement of institutional funds

Expertise

Based on Tlg Advisors, Inc.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations

Occupation focus

Based on Tlg Advisors, Inc.

Founder/Business Owner Retired

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Fee options

Fixed

Fixed fees charged for financial planning and consulting; specific amounts not stated

Percentage

$0 - $1,000,000: Not to exceed 1.75% annually Over $1,000,000+: Not to exceed 1.00% annually $0 - $1,000,000: Starlight Portfolios fees total between 0.65% and 1.25% annually (includes 0.58%-1.118% to TLG Advisors plus 0.10% to Advisor Engine)

Commissions

Certain IARs also registered representatives of affiliated broker-dealer, may receive commissions on securities and insurance products

Project-based

Hourly fees charged for financial planning and consulting; specific amounts not stated

Other

Account minimum: $25,000 Fee-only: Fixed or hourly fees for financial planning and consulting; specific amounts not stated

Location

See office

Dublin, GA

306 Academy Avenue, Suite 106

Dublin GA 31021

Advisors at this office

1

Most active in

Georgia

Work history

13 years of industry experience

The Leaders Group, Inc.

2021 - Present • 5 years

Littleton, CO

M Sweat Financial Resources

2020 - Present • 6 years

Dublin, GA

Equitable Advisors LLC

2020 - 2021 • 1 year

New York, NY

Lion Street Financial LLC

2019 - 2020 • 1 year

Dublin, GA

Southern Oak Advisory

2019 - 2020 • 1 year

Dublin, GA

Lion Street Advisors LLC

2019 - 2020 • 1 year

Dublin, GA

M HOLDINGS SECURITIES, Inc.

2013 - 2019 • 6 years

Portland, OR

GFG Strategic Advisors - Formerly Grant Financial Group

2012 - 2019 • 7 years

Dublin, GA

Disclosures

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

Business activities & affiliations

William D

Series 66

Dublin, GA

Edward Jones

William Daidone is a financial advisor with Edward Jones in Dublin, GA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a part owner of Hillcrest Advisors, a real estate business based in Dublin. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner

Casey P

Series 66

Dublin, GA

Edward Jones

Casey Price is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at State Farm Insurance Co for two years. Outside of his advisory role, he is a co-owner of Southern Son Auto Sales, a used vehicle sales business in Wrightsville, GA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Wealth management Business succession planning Multi-generational wealth transfer Government Employee Founder/Business Owner Intergenerational Families Religious/faith focused
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Bradley S

Series 63, Series 65

Dublin, GA

Cetera

Bradley Skeeters is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Cetera since 2025 and previously spent 18 years with Avantax Insurance Services, Inc. and 13 years with 1st Global Advisors, Inc. He is also affiliated with Nichols, Cauley & Associates, LLC, where he has served as a financial advisor since 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party model portfolios, supporting both discretionary and non-discretionary account management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Aaron G

Series 66

Dublin, GA

Edward Jones

Aaron George is a Series 66 licensed financial advisor with Edward Jones in Dublin, GA, with one year of industry experience. Prior to his current role, he spent over two decades in education, working at Oconee Fall Line Technical College and Trinity Christian School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Deborah H

Series 63, Series 65

Dublin, GA

Wells Fargo Clearing

Deborah Hightower is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. She has been with Wells Fargo since 2015, including her current role at Wells Fargo Clearing since 2016. Outside of her advisory work, she is president of Deborah Hightower, Inc., where she engages in creative arts such as writing, speaking, and music, and she is the author of a guided journal titled *Fly, Beautiful. Fly!*. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Retired Founder/Business Owner

Charles J

Series 63, Series 66

Dublin, GA

Edward Jones

Charles Johnson is a financial advisor with Edward Jones in Dublin, GA, holding Series 63 and Series 66 designations and having 30 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he serves as Treasurer and a board member of the Laurens County Chamber of Commerce with responsibilities related to finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and pension plans. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Planning for children with special needs Wealth management Retired Founder/Business Owner Executive
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