Matt has been passionate about continuous growth and development in the finance industry ever since he began his career in 2009. He has earned the following designations: Certified Financial Planner,® Chartered Financial Consultant,® and Retirement Income Certified Professional (RICP®). He also is a member of the Pennsylvania Institute of Certified Public Accountants (PICPA). Matt completed a double major in accounting and finance from Geneva College.
During his career in financial services, Matt has developed several distinctive areas of expertise and interest, specifically advising his clients on starting new businesses, as well as selling and buying businesses. He has experience negotiating physician employment contracts and has given talks to physician groups nationally. Providing assistance and affirmation to his clients on big financial decisions, new challenges, and unique circumstances is most fulfilling to him. He has built EWA to navigate complex financial situations for his clients and to act as a quarterback in all financial decisions in order to put clients in a stress-free financial mode.
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.
EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.
Securities are offered through Fidelity Brokerage Services LLC and National Financial Services LLC (collectively, “Fidelity”), member FINRA/SIPC. 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.
