Matt Andreas works with individuals, families, and business owners to help them make informed financial decisions and stay focused on what matters most to them.
In a world filled with constant financial news and opinions, Matt believes one of his most important roles is helping clients filter through the noise. He enjoys simplifying complex financial concepts and creating strategies that support each client's unique goals and circumstances. His collaborative approach focuses on helping clients gain clarity, make confident decisions, and navigate life's financial milestones.
Areas of Focus
- Financial Planning
- Investment Management
- Estate Planning Strategies
Professional Credentials
- CERTIFIED FINANCIAL PLANNER® Certification
- FINRA Series 7, 24, 63, and 66 registrations
- Licensed health, accident and health, variable life, and variable annuity agent in Ohio
Outside the Office
Matt lives in Dublin, Ohio, with his wife, Gina, their son, Ben, and their two rescue dogs. He enjoys supporting Ben's athletic pursuits, traveling, and spending time with family.