Matthew Williams, CFP®, RICP®, CExP®, CASL®

DIRECTOR OF FINANCIAL PLANNING (aka Mr. Civil)

Matt developed a passion for the financial services industry as a client of the industry. His unique perspective of being a client is an essential part of Matt’s success, as he can easily see things from the client’s point of view.

Matt received a bachelor’s degree in Civil Engineering from Rochester Institute of Technology. After spending the early part of his career as a Professional Engineer designing land development projects, Matt developed the calling to help others learn and develop the best practices around money that have benefited he and his family. His mission is to help his clients bring their futures into the present so they can make informed and educated decisions around their money.

Outside the office, Matt spends much of his time with his daughter and wife. He is an active steward at Saint Sophia Greek Orthodox Church and co-chair of the Associates Council at the Home Builders Association of Bucks & Montgomery Counties. Matt enjoys tennis, golf, biking, reading and spending time with friends.

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.” – Abraham Lincoln

FINANCIAL PLANNING BLOG

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