A complete list of active advisors currently associated with PB Wealth, LLC

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

PB Wealth serves young professionals, families, and business owners with comprehensive financial planning and investment services. The firm provides project‑based, hourly, and ongoing planning engagements, portfolio management implemented through SEI or Schwab custodial platforms, financial consulting, and group educational sessions. The firm’s work emphasizes goal‑driven, personalized planning that integrates cash‑flow optimization, behavioral finance, estate and risk management, and tax‑aware portfolio construction. Investment implementation focuses on U.S. equities, government and corporate bonds, mutual funds and ETFs, with limited use of options for risk mitigation and periodic tax‑loss harvesting under discretionary authority. An uncommon feature for a small independent adviser is the formal Educational Seminars & Workshops program and an Empowerment Program offering live or virtual group sessions and a la carte consultations; these sessions are structured, topic‑based, and require advance registration and payment. The firm’s founder brings institutional banking and investment‑operations experience and holds CFA and CFP credentials, applying that background within a newly established, small advisory practice.

To learn more about the advisors currently working at PB Wealth, 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.

Name	Location	Years of experience
Matthew Filepp	Charlotte, NC	1

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