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Matt started his financial planning career as an intern in 2009. He often shares the perspective of being very fortunate to have found a career so early in his life that never feels like work and that helping others is the job description.
He has earned the following designations: Certified Financial Planner,® Chartered Financial Consultant,® and Retirement Income Certified Professional (RICP®). He is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA), and is active in several Pittsburgh based non for profits including cancer research, kids with disabilities, and the Jerome Bettis Bus Stops Here Foundation.
Matt completed a double major in accounting and finance from Geneva College where he also played basketball.
During his career in financial services, Matt has developed several distinctive areas of expertise and interest, specifically advising his clients on monetizing and selling their businesses. Additionally, he has over a decade of experience negotiating physician employment contracts. His favorite part of being a wealth advisor is providing guidance to his clients on big financial decisions, new challenges, and unique circumstance. Matt also enjoys doing keynote speaking engagements to other financial firms across the country.
Matt founded EWA as an independent RIA to navigate complex financial situations for clients and to act as a quarterback in all financial decisions in order to put clients in a stress-free financial mode. His top priority is to help clients balance competing goals, and to ensure the only non-renewable resource is protected: time.
Matt lives in Pittsburgh with his daughter Aurora and two golden retrievers, Sammie and Chloe. It may be lesser known that Matt can still dunk and he prefers athleisure attire to a suit and tie. He is affectionately known as “T-Rex” for his large head and short arms, a nickname started while playing collegiate basketball. He loves to travel to new places, has a goal to golf the top 100 courses in the world, and loves to talk about new business ideas with clients and friends.
In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Investments in securities and insurance products are not insured by any state or federal agency.
To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.
