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Matthew H
Series 63, Series 65, Series 66
Wyndmoor, PA
Portfolio Medics, LLC
Matthew Hellebusch is a financial advisor with Portfolio Medics, LLC, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Merrill, Fidelity Federal Planning Corp, and New York Life Insurance Co. He is also an independent insurance agent and benefits advisor through his firm, Hellebusch Financial Solutions, LLC, providing insurance services including annuities. Portfolio Medics serves individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations, offering customized portfolio management and financial planning. The firm integrates fundamental, technical, and cyclical analysis, utilizing diversified investments and various strategies tailored to client objectives and risk tolerance.
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