Matt joined Market Street Wealth Management in 2005 after a successful tenure at the Vanguard Group. He spent a majority of his time there within their Flagship division working with high net worth individuals. Since coming to MSWM, his focus has been on working with area residents so that they can better pursue their retirement income and financial estate planning goals. Matt also puts a heavy emphasis on tax and insurance planning, allowing clients to look at the big picture as they approach, and progress through their retirement years. A graduate of The Pennsylvania State University, Matt holds the designation of a Chartered Financial Consultant (ChFC) and continues his education by attending industry conferences to help him stay abreast of the ever changing financial world. He enjoys educating area residents through his public speaking events, ranging in topics from income and estate planning to Social Security and Medicare.
Matt currently resides in West Chester and enjoys spending time with his family, as well as playing or watching most sports. On any given Saturday in the fall, you may find him making the trek up to State College to support his alma mater, The Penn State Nittany Lion football team.
© Copyright 2015 2012-13 Market Street Wealth Management. All rights reserved. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Registered Representatives of and securities are offered through USA Financial Securities. 6020 E Fulton St. Ada, MI 49301. Member FINRA/SIPC.( www.finra.org ) A Registered Investment Advisor. Kevin Holt, Jeff Leppert, Mark Meloro, Matt Eichert, Matt Dodge, Troy Vogt, Andy Thrift, Aaron Stern and Richard Elias are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities. Investment Advisor Representatives & Registered Representatives at Market Street Wealth Management are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Kevin Holt: AZ;CA;CO;CT;DE;FL;MD;NC;NJ;PA;SC;TX;VA, Andy Thrift: DE;FL;PA;NC;NH;NJ, Matt Eichert: AZ;CA;CO;DE;FL;GA;MD;MI;NJ;NY;PA, Matt Dodge: NC;PA;VA, Jeff Leppert: AZ;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, Mark Meloro: DE;FL;IN;NC;NJ;PA, Troy Vogt: DE;FL;MD;NC;NJ;PA, Aaron Stern: AZ;CA;CO;DE;FL;MD;NC;NJ;OH;PA;TX;VA, and Richard Elias: PA. For investment advisory services these states include, depending on each individual representatives registration: PA, NJ. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Plan First. Invest Second™ is a registered trademark of USA Financial. You can check the background of any of our financial professionals on FINRA’s BrokerCheck.