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FINANCIAL ADVISOR

Matt Nichols

CFP®, AAMS™, CRPC™
403 S 1st, Mount Vernon, WA 98273opens in a new window
CallSend Me a Message

About Matt

Allowing someone into the world of your finances can be deeply personal and it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted financial advisor. It all starts with one question – what's most important to you?

As an experienced financial advisor, I provide select clientele with personalized service in all areas of wealth strategy, including estate considerations, retirement planning and risk assessment. My mission is to help clients secure financial independence.

We work closely with your professional partners, tax advisors, CPAs and attorneys. Our comprehensive process enables clients to...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Sustainable investing
  • Divorce Finances

Work History

  • Edward JonesDecember 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Pacific Lutheran UniversityBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Sports Enthusiast

Team Members

  • Peggy Lindquist
    Sr. Branch Office Administrator
    FPQP®
  • Kari Vagen
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 07:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(360) 336-6664

Fax

(888) 826-3916

Office Address

403 S 1st
Mount Vernon, WA 98273opens in a new window

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