Why do you choose the financial planner you have? Matthew believes that above all else his clients work with him because he makes them feel comfortable. As a partner at U.S. Financial Services, he attributes his success in the finance industry to his compassion and ability to allow clients the space they need to ask questions and talk about the challenges and wins of everyday life.
While also providing comprehensive financial planning services to individuals and business owners, Matthew has spent nearly a decade focusing on servicing the needs of physicians. Like most business owners, physicians have a unique set of requirements when it comes to wealth management. From managing their investments to disability protection, Matthew has been successful in identifying solutions specific to doctors and their families.
Matthew graduated from Fordham University in 1992 with a degree in finance and is also a CFP® practitioner. Matthew currently resides in Northern NJ with his wife Jessica and 2 children, Alex and Ryan. But if you ask where he is from, he’ll say he’s a native New Yorker (he’s lived in Brooklyn, Queens, the Bronx, and Long Island!). He is a member of the New Jersey Chapter of the Financial Planning Association and is an approved educator for the Society of Financial Awareness. He has been a frequent contributing financial expert for the New Jersey Star-Ledger, NJMoneyHelp.com, and U.S. News and World Report.
Matthew was recently recognized by AdvisorHub, earning a spot on both the “50 Advisors to Watch Over $1 Billion” list and the “Top 150 Advisors Over $1 Billion” ranking. Selected from among 500 advisors and 189 firms nationwide, Matthew’s inclusion highlights his exceptional momentum and success. This year, he was ranked #71 in the Advisors to Watch Over $1 Billion category.
When he’s not at the office, Matthew is happiest when surrounded by his family. He and his wife enjoy building memories and sharing new experiences by traveling the world. He loves attending concerts to listen to live music and is an avid hockey fan. You can often find him at the rink watching his son Ryan play for the Montclair Blues.
Please see links above for methodology which criteria include 1) Scope of practice measured by assets, production and level of service; 2) Growth of practice consisting of year over year growth in assets, households and production; and lastly, 3) Professionalism which includes regulatory record, community service and team diversity. Participation in these rankings are open to any firm or advisor and there are no fees for participation. Inclusion in these rankings is not indicative of the advisors' future performance.