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Matthew Romeo

Partner | Wealth Manager


About Matthew

With over 23 years of experience, Matt is a Partner & Wealth Management Advisor and focuses on helping individuals and families with financial planning and overall wealth management. In addition, he advises clients on investment planning, goals-based wealth management, retirement income planning, and business exit planning.

A natural leader, Matt enjoys getting people excited about and engaged in a discussion about finance. While his industry experience is vast, he puts equal focus on the people side of the equation. He works to understand who our clients are at a deep enough level to know what matters to each client and how to tailor a solution to meet their needs.

With a Bachelor of Science from the Max M. Fisher College of Business at The Ohio State University with a specialization in Finance, Matt earned the CERTIFIED FINANCIAL PLANNER™ practitioner designation as well as the Series 63 license. 

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