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Matthew W

Series 63, Series 65

Driggs, ID

Encore 401K, LLC

Matthew Ward is a financial advisor at Encore 401K, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at American Funds Distributors Inc. and The Capital Group/American Funds, where he worked for six years. Encore 401K provides advisory services to sponsors of qualified retirement plans and plan participants, as well as asset management for individual clients. The firm focuses on fiduciary retirement plan consulting with an emphasis on streamlined fund-menu design, strategic long-term asset allocation, and ERISA-oriented services.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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