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Matthew Lugar (CFP®, CIMA®)

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

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Special Needs Planning

Additional Information

Matt works closely with advisors to customize portfolios based on each client’s investment objective, time horizon, income needs, and tolerance for market volatility. He is responsible for investment strategy implementation, monitoring of client portfolios, and financial planning support.

Matt joined TGS in 2024 and brings a unique and deep background in financial services from Vanguard and SEI investments. He has held various leadership positions focused on investments, strategy, and client management that will serve him well as he follows his passion for personal advisory services.

Matt earned a BS in Finance and Economics from University of Delaware and his MBA from Villanova University. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), and Qualified 401(k) Administrator (QKA®) designations.

Matt serves on the Board of trustees for the Denise Lugar Scholarship fund and is actively involved with the Chester County Down Syndrome interest group. Matt lives in Wayne, Pennsylvania, with his wife, Sarah, their three children, and dog. They enjoy spending time with friends and family, traveling, sports, the Jersey Shore, the Phillies, the Eagles, and hiking.

NAPFA Start Date

March 27, 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

100 W Matsonford Rd Ste 3-304 Radnor, PA 19087 Phone: (610) 892-9900
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