Matt Campbell helps individuals and families make informed financial decisions through comprehensive planning and personalized guidance. He is committed to helping clients simplify complex financial topics and make informed financial decisions.
Drawing on more than two decades of experience with Rea Wealth Management, Matt works closely with clients to develop strategies tailored to their unique goals and circumstances. He believes clear communication and thoughtful planning are essential to helping clients navigate important financial decisions.
Areas of Focus
- Financial Planning
- Estate Planning Strategies
- Tax-Efficient Investment Management
Professional Credentials
- CERTIFIED FINANCIAL PLANNER® Professional
- Chartered Financial Consultant® (ChFC®)
- Accredited Investment Fiduciary® (AIF®)
- FINRA Series 7, 24, 63, and 65 registrations
- Licensed life, health, disability, and long-term care insurance agent
Professional Involvement
- Trustee, Holmes County Foundation
- Board Member, The Lyric Theater, Wooster, Ohio
- Former Board Member, Holmes County Chamber of Commerce
- Former Member, Millersburg Faith Lutheran Church Finance and Call Committees
Outside the Office
Matt lives in Millersburg, Ohio, and enjoys spending time with family, attending live events, and traveling.