Matthew comes to BFS with almost a decade of experience from firms like Edward Jones and Prudential. His background in investment management, and client service makes him a versatile and valued resource. Matthew thrives on creating order, clarity, and comfort for clients through meaningful financial conversations and operational precision.
Goals-Based Investment Planning
Tax-Efficient Portfolio Optimization
Strategic Asset Allocation & Risk Management
8075 Leesburg Pike, Suite 400
Vienna, VA 22182