Matthew Filepp (CFA, CFP®)
Matthew Filepp focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Corporate Executives
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
Planning Specialties
I specialize in aligning what matters most to you and your family with your financial picture, then building a comprehensive roadmap to help you get there. My areas of expertise include:
Goal Planning – Turning aspirations into actionable steps
Cash Flow Optimization – Ensuring efficiency and clarity in your finances
Portfolio Structuring & Prioritization – Understand how to structure your financial life efficiently to fuel your wealth building
Investment Strategies – Tailored approaches for growth and security
Tax Planning – Strategies to minimize liabilities and maximize opportunities
Risk Management & Estate Planning– Protecting what matters most
Retirement Planning – Creating confidence for life after work
Additional Information
I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America.
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.
My mission is to help you build a life that is truly meaningful, starting with understanding who you are and what matters most to you. Whether you’re just beginning your financial journey or navigating peak earning years, I meet you where you are and guide you toward clarity, confidence, and purpose.
NAPFA Start Date
July 16, 2025
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