Matthew Jenkins (CFA, CFP®)

Matthew Jenkins focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Matthew likes to tell people that his higher education started the day he joined the United States Army. Serving with the 75th Ranger Regiment, he learned a lot about discipline and determination, and met some amazing people along the way. He then used his GI Bill education benefits to earn a degree from the University of Virginia. During his time in the financial services industry, Matthew has excelled at helping clients of all types achieve their financial goals. Matthew is a CFA Charterholder and CFP Professional.

Additional Information

Outside of work, Matthew enjoys exploring new places, kayak fishing, pursuing lifelong learning, and spending time with his family.

NAPFA Start Date

January 03, 2022


This Office

1806 Summit Ave Suite 300 Richmond, VA 23230 Phone: (804) 245-8925