A complete list of active advisors currently associated with Jeffrey Matthews Wealth Management, LLC

Warmer can help you find a great advisor at Jeffrey Matthews Wealth Management, LLC or one who fits your needs even better.

Jeffrey Matthews Wealth Management, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension/profit‑sharing plan participants, trusts, and charitable institutions. Services include a wrap‑fee portfolio management program, a money‑manager referral program, customized financial planning (hourly or negotiated flat fees), and occasional educational seminars. The firm’s portfolios may be managed using buy‑and‑hold, active trading, or a combination of strategies and advisory representatives use third‑party research tools in formulating recommendations. Clients can elect discretionary or non‑discretionary authority for their accounts; the firm reports that a majority of its advisory assets are managed on a non‑discretionary basis (approximately $96 million non‑discretionary versus $65 million discretionary), and it also places assets with independent money managers through referral arrangements. Distinctive features include its operational affiliation with a separately organized broker‑dealer under common ownership and a clearing/custody relationship with a national custodian, arrangements that lead to dual registration of advisors and shared access to third‑party advisory products. The firm’s ADV discloses past regulatory matters involving firm principals — including a state insurance censure and fine, a customer complaint that was closed, and a pending arbitration involving the chief compliance officer — which are noted in its disciplinary disclosures.

To learn more about the advisors currently working at Jeffrey Matthews Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.