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Matthew H

CFP®, Series 63, Series 66

St Augustine, FL

Vanderbilt Advisory Services

Matthew Holibaugh is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. His prior experience includes roles at Cetera, Capital Financial Strategies, Securian Financial Services, and Fidelity. Holibaugh is also the owner of Infinite Investment Strategies, an investment management and financial planning business based in St. Augustine, FL. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and integrates retirement plan consulting with advisory services through a formal partnership with benefits firms.

Wealth management Active portfolio management Tax-loss harvesting General estate planning guidance
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