Matt Gaughan, Financial Advisor
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Healthcare Professionals
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

About Matt

The focus of my practice is the financial success of my clients. I work tirelessly to support them in reaching their most important financial goals. The unique strategies I develop are tailored specifically for their needs, goals, and values. Throughout the process, we work side-by-side to refine their strategies, solve their issues and maximize their financial well-being.

I am proud to serve a diverse group of clients with a wide range of goals. Many of my clients are planning for or living in retirement. I also work with multigenerational families with complex financial wealth needs. No matter their situations, my clients...

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Villanova UniversityJuris Doctor
  • Univ of Massachusetts, AmherstBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Outdoor Enthusiast
  • Fine Dining
  • Wine Collecting/Enthusiast

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 07:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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