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Matthew M
Series 65, Series 63
Exton, PA
Onyx Bridge Wealth Group LLC
Matthew McCarter is a financial advisor with Onyx Bridge Wealth Group LLC, holding Series 65 and Series 63 licenses and bringing 30 years of industry experience. His prior roles include positions at Regal Investment Advisors, Regulus Financial Group, LLC, and Farmers Financial Solutions. He is also the owner and COO of college planning services businesses, including College Planning Network and Elite Collegiate Planning. Onyx Bridge Wealth Group provides advisory services to individuals, trusts, estates, pension plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a research-driven investment process using internal portfolio models and third-party research, delivering customized portfolios that incorporate diverse investment strategies and continuous monitoring.
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