Matthew Ebeling (CFP®, MBA)

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

AUM

Baby Boomers

Generation X

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

In addition to managing your investment portfolio, we provide retirement and financial planning, including analysis and input regarding your non-investment assets, debt structure, insurance coverage and other financial decisions. Like a company’s Chief Financial Officer, we serve as your personal CFO, to help you maximize your overall, after-tax net worth.

Additional Information

Matt's career in wealth management span's over two decades where he has helped individuals and families prudently plan for their financial future. Prior to joining FVIM in 2016, Matt spent many years serving clients in a trust department and a large global institutional money manager. Matt earned an MBA from Liberty University and a bachelor’s degree from Pensacola Christian College in business management and marketing. He is a CERTIFIED FINANCIAL PLANNER ™