Matthew Kovalcik is a financial advisor at Kovalcik & Geraghty Wealth Partners LLP in Bluffton, SC, with 25 years of industry experience. He holds the Series 63 designation and has worked at Raymond James Financial and M.G. Kovalcik, LLC before joining his current firm in 2012. Kovalcik & Geraghty Wealth Partners is a small advisory firm serving individual clients, including high-net-worth individuals and corporate executives, as well as donor-advised funds. The firm provides financial planning and portfolio management through discretionary and non-discretionary accounts, employing a mix of fundamental, technical, and cyclical analysis alongside various investment strategies tailored to client objectives.

Stephen Geraghty is a CFP® with 26 years of industry experience, currently serving as an advisor at Kovalcik & Geraghty Wealth Partners LLP since 2012. He has been involved with the Junior Achievement nonprofit organization since 2004. Kovalcik & Geraghty Wealth Partners is a small advisory firm serving individual clients, including high-net-worth individuals and corporate executives, as well as donor-advised funds. The firm provides financial planning and portfolio management using a combination of fundamental, technical, and cyclical analysis across various strategies tailored to client objectives.