Todd Matia

Todd takes pride in knowing his clients’ unique financial circumstances.  He holds both the CFP® professional and Certified Financial Fiduciary® designations. He enjoys using his educational and entrepreneurial background to expand his clients’ financial knowledge and help them make sound financial decisions.

Todd has a distinct perspective on the life and needs of an entrepreneur after creating, co-owning, and managing multiple businesses.  He understands and appreciates the complexity inherent in the entrepreneurial lifestyle and strives to simplify the financial aspect of his client’s lives. He creates impactful relationships and helps others solve their financial challenges by making complicated concepts understandable.

Todd enjoys working as a personal wealth consultant with a select group of successful business owners and high-net-worth families. He works as a fiduciary in a virtual family office model and can work closely with his client’s legal and tax professionals to help his clients navigate the complexities of investment consulting. These complexities can include portfolio management, cash flow planning and tax planning considerations, major liquidity events (business sale, divorce, inheritance), and charitable giving.

In his personal time, Todd enjoys golfing, pickleball, bouldering, traveling and trying new foods with friends and family. In addition, he strongly supports his community by serving on various boards, developing local mental health initiatives, and being an active member of the local church community.