PB Wealth, LLC
Hi! I'm Matthew Filepp, CFA, CFP® and founder of PB Wealth, LLC. I started PB Wealth to focus on what truly matters; understanding who you are, where you want to go, and identifying any financial blind spots that may be holding you back.
I launched PB Wealth to make a meaningful impact in people’s lives. My focus is on professionals and families in their peak decision-making years, those who have time before retirement but face critical choices today. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise.
Click on the link below to find out more about me and my services!
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