Matthew Romeo

Partner & Wealth Advisor CFP®, AIF®

Whether it’s his ability to provide a different vantage point or his innate enthusiasm for connecting with people, Matt is a natural leader of the Everhart wealth management team. Upbeat and energetic, Matt knows how to get people excited about and engaged in a discussion about finance. You can credit part to his industry expertise, but Matt puts equal focus on the people side of the equation. He works to understand who you are at a deep enough level to know what matters to you and how to tailor a solution to meet your needs.

Don’t let the speed at which Matt operates overshadow the quality of his skillset. His strong business sense helps him identify what’s important and what’s not. And even though he’s probably the first one at the table to reach a conclusion, that doesn’t mean he hasn’t considered and explored all the options and made a thoughtful decision. You can feel comfortable knowing that he’s not just looking at what’s going on today, but what might be coming down the road tomorrow.

The furniture and decor selections Matt chose for the Everhart offices show his creative side, but even moreso they illuminate his desire and ability to make you feel comfortable—whether he does that with a painting or a piece of furniture, or by remembering what’s going on in your life outside your business.

Matt joined Everhart Advisors in 1999 and focused on employee education from the get go. While he continues to lead group education and meet with employees one-on-one, Matt has evolved to become a world-class wealth manager for individuals and families. His experience and expertise includes retirement planning, college planning, tax strategy, and investment management.

Honors & Certifications

Certified Financial Planner™
Accredited Investment Fiduciary®
Certified Behavioral Finance Analyst, Allianz Global Investors Center for Behavioral Finance
Bachelor of Science, Max M. Fisher College of Business at The Ohio State University, Finance

For more information visit: Professional Designations

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