Matthew Camerlengo

With a focus on helping clients pursue both short- and long-term financial goals, Matt is a dedicated Financial Advisor who helps clients pursue both short-and long-term financial goals. He specializes in creating customized investment strategies aligned with your unique goals and timeframe. His experience spans portfolio management, retirement and education planning, and tax-advantaged investment options.

As an Investment Adviser Representative (IAR), Matt offers both institutionally managed programs and fee-based consulting. His independent status means he receives no commissions or incentives for choosing one investment over another, allowing him to provide objective, client-first advice tailored specifically to your needs.

Unlike large firms where you're routed through automated systems, Matt believes in human-driven financial guidance. He takes the time to understand your situation and build a personal relationship, ensuring every recommendation is in your best interest--whether you're planning for retirement, navigating the markets, or building long-term wealth.

With over 10 years of experience as a tax preparer, Matt brings an added layer of insight into financial planning by integrating tax strategies into your investment and retirement decisions.

When he's not working with clients, Matt enjoys traveling and spending time with his wife and two sons.