Matthew Burkey, Financial Advisor

Focus Areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

About Matthew

I became a financial advisor because I am passionate about making a positive impact on people. I am grateful every day for the opportunity to deliver a level of client service that can help changes lives and results in healthy growth for all.

WHO WE SERVE
We help families nationwide manage their financial assets so they can focus on what gives them joy, meaning and purpose. Executives, professionals, entrepreneurs and multigenerational families – all goal-oriented, long-term investors – now have personalized strategies for comfortable retirements, confident life transitions and lasting legacies. We limit our number of clients to ensure we provide personal...

Work History

  • Edward JonesSeptember 2010 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Liberty UniversityBachelor of Science

Personal Interests

  • Golfing
  • Gardening
  • Outdoor Enthusiast
  • Personal Fitness
  • Traveling

Team Members

  • Lydia Bunke
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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