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

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

Matthews Wealth Management, LLC provides wealth management, investment management, financial planning, and assets-under-advisement services to individuals (including high-net-worth clients), trusts, estates and businesses. Like many supported firms, it generally charges percentage-of-assets fees and delivers portfolio management for individual accounts. The firm’s investment approach is primarily long-term and portfolio-driven, building portfolios largely with ETFs and individual stocks while employing fundamental, technical and cyclical analysis; it manages both discretionary and non-discretionary accounts and may execute shorter-term trades as client objectives or market conditions dictate. Matthews also offers standalone financial planning engagements and assets-under-advisement advice that provide allocation guidance and monitoring without trading authority. Noteworthy features include its scale and structure: a single registered advisor overseeing roughly 88 client relationships and about $39 million in assets while operating from three offices, and a recent expansion to offer assets-under-advisement services. The firm maintains an institutional relationship with a major custodian, which provides technology and operational support that the adviser says benefits its practice and clients.

To learn more about the advisors currently working at 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.