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Matthew N
Series 65
North Salt Lake, UT
Maximus Wealth Advisors
Matthew Neve is a financial advisor at Maximus Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at Maximus Wealth Advisors since 2019, following a year at Strategic Planning Group. Outside of advising, he is the president and owner of Body Fit Wellness LLC, a non-investment-related business he has operated since 1991. Maximus Wealth Advisors is a single-advisor independent firm that provides portfolio management and financial planning to individuals, trusts, IRAs, 401(k) plans, and small businesses. The firm primarily uses passive investment strategies with index funds and ETFs, supplemented by various analytical methods, and offers an ongoing subscription-style planning service with regular reviews and implementation support.
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