501 North Salem St
Visit my Website: acorninvestmentstrategies.com
Matt’s career as a financial advisor was triggered by his own family’s lack of planning. During his freshman year of college Matt lost his father unexpectedly. He became a first-hand witness to seeing what happens when there is no strategy in place and no plan to be followed. Having been the youngest of three, Matt realized that financially his family would recover from this life changing event but would never forget the unsettled feeling that his Mom experienced.
“I always wondered what would have been different had my parents been more aware of other planning strategies…perhaps they would have implemented them…and perhaps they would not have…but at least they would have made an educated decision”, says Matt. “Because of that experience my approach with clients revolves around education and awareness. It is paramount to me that my clients feel prepared to make confident financial decisions”.
Being an independent advisor allows Matt to offer advice and strategies, objectively. While the investment advice industry constantly evolves, the client’s need for an independent perspective will never change. It is with this type of direction and voice that Acorn Investment Strategies provides guidance to its’ clients.
Matt worked with Northwestern Mutual and CitiStreet (a division of Citigroup and State Street Bank) prior to joining Bank of America/Merrill Lynch as a financial advisor. After 9 years with BAC/ML, Matt transitioned to private practice with Acorn Investment Strategies in December 2011. He earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College of Financial Planning in 2011.
While Acorn Investment Strategies is located in Apex, we serve clients throughout North Carolina and in many states across the country. In 2012, Acorn Investment Strategies began a strategic partnership with Capital Bank where Matt will begin to provide investment and financial planning services to their clients. Through this relationship, Matt has access to banking professionals to assist his clients with their deposit, lending, and commercial banking needs.
Matt grew up outside of Syracuse, NY and graduated in 1997 from Butler University in Indianapolis, IN where he also played Division I college lacrosse. Matt and his wife Megan met while attending Butler University and were married in 2000. They currently live in Cary and are blessed to have two children, their son Brian and daughter Alexis. When Matt is not working he enjoys spending time with his family and loves the opportunity to be involved with his kids’ hobbies. Matt is also a sports fanatic, NFL football in particular, and he also loves to cook.