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Matt Higbie (CFA, CFP®)

Matt Higbie focuses in the
following client markets or areas of practice:

  • Business Owners
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Tax Planning

Additional Information

I joined Birchwood to help wealthy families manage their portfolios, minimize their lifetime tax payments and raise successful children. I have a unique background with a combination of portfolio management experience (10+ years at top-tier hedge funds) and M&A advisory (including three deals valued over $100m each) which I leverage for the benefit of our clients.

NAPFA Start Date

April 01, 2025

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

Call for an Appointment Loganville, GA 30052 Phone: (914) 774-4388
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