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portrait of Matt Aldrich
FINANCIAL ADVISOR

Matt Aldrich

CFP®, ChFC®
900 Fleming Street, Hendersonville, NC 28791opens in a new window
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About Matt

Clients deserve to feel understood, informed, in control and secure. We begin by asking what is most important to you, then use an established process to implement your tailored strategy to achieve your financial needs, wants, and wishes.

I apply financial concepts drawn from our firm's long held values and principles as well as from the CERTIFIED FINANCIAL PLANNER® and the Chartered Financial Consultant® certifications I have earned. This allows me to take a holistic approach to coordinate tax efficiency, asset protection and multigenerational wealth transfer with long-term investment results. We will also collaborate with your tax, legal or other financial...

Focus Areas

  • Charitable Giving
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Special Needs Financial Considerations

Work History

  • Edward JonesApril 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

Education

  • Univ of Miami-Coral GablesMaster of Fine Arts
  • New Coll of the Univ of So FLBachelors

Personal Interests

  • Karate
  • Sailing
  • Gardening
  • Record Collecting
  • Movies & Entertainment

Team Members

  • Wendy Price
    Sr. Branch Office Administrator
  • Kate McKean
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(828) 692-0237

Fax

(888) 243-4718

Office Address

900 Fleming Street
Hendersonville, NC 28791opens in a new window

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