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Matthew S
CFP®, ChFC®, Series 63
Delaware, OH
Forestview Financial Partners, LLC
Matthew Stewart is a financial advisor at Forestview Financial Partners, LLC with 16 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. Prior to joining Forestview Financial Partners in 2017, he worked at Stratos Wealth Partners, Ltd. He is also the owner of The Benefits Design Group, LLC, an Ohio-licensed insurance agency. Forestview Financial Partners serves individual clients, business owners, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers comprehensive portfolio management, financial planning, pension consulting, and an online advisory service utilizing model portfolios and third-party managers, employing a diverse investment approach that includes fundamental and quantitative analysis, technical strategies, and alternative investments.
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