Matthew Romeo

Partner, EVP - Wealth Management CFP®

Whether it’s his ability to provide a different vantage point or his innate enthusiasm for connecting with people, Matthew Romeo is a natural leader of the Everhart wealth management team. Upbeat and energetic, Matt enjoys getting people excited about and engaged in a discussion about finance. You can credit part to his industry experience, 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 may be the first one at the table to reach a conclusion, that doesn’t mean he hasn’t considered and explored 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 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.

Matthew Romeo joined Everhart Advisors in 1999 and focused on employee education from the get go. While he continues to meet with employees one-on-one, Matt is an experienced wealth manager for individuals and families. His experience and professional focus includes retirement planning, college planning, tax strategy, and investment management.

Honors & Certifications

Certified Financial Planner™
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

Headshot of Matthew Romeo Partner at Everhart Advisors.

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