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portrait of Matthew Besier
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

About Matthew

Enough... I'm sure when you hear the word enough, there are many questions: Did I save enough? Will Social Security cover enough? Will my spouse have enough if I'm gone? These are the questions that we'll answer together.

My practice is focused on your dreams, not only for the future but for today! Since money is only a tool, I promise to listen and then build a specific strategy around those dreams for you and your family. We'll partner together to first organize your wealth, then help you grow it, protect it and then transfer it to the people and organizations...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Savings Strategies
  • Intergenerational Planning

Work History

  • Edward JonesJune 2017 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Miami University OxfordBachelors

Personal Interests

  • Traveling
  • Spending Time with Family
  • Coaching Sports
  • Soccer
  • Snorkeling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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