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Matthew M

CFP®, Series 66

Austin, TX

Darrow Wealth Management

Matthew Mccreary is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Darrow Wealth Management since 2022 and previously spent seven years at Dimensional Fund Advisors. Darrow Wealth Management provides discretionary investment management, financial modeling, and consulting services to individuals, trusts, and retirement plans. The firm manages roughly $392 million in discretionary assets using proprietary global asset allocation models and primarily invests in low-cost ETFs and select mutual funds, tailoring portfolios to clients’ risk profiles and objectives.

Options & derivatives strategies Retirement income strategy General retirement planning Executive
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