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Matthew M

CFP®, Series 65, Series 63

Wilmington, DE

Raymond James Financial

Matthew Muench is a CFP®-credentialed financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial in Wilmington, DE. He has held roles at several firms including United Capital Financial Advisers, Goldman Sachs PFM, and Bassett, Brosius, Foy & Associates. Muench also serves as Vice President of Operations at Wilmington Wealth Management, a branch of Raymond James, where he combines advisory duties with operational responsibilities. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients such as individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides tailored non-discretionary planning and employs various analytical tools to support client goals, with additional capabilities in municipal advisory and employer SIMPLE IRA consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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