Matt

Preddy

CRPC™

picture of a planner

Here to act in your best interests

About me

I'm passionate about working with my clients to help them plan for and achieve their long-term financial goals and dreams. When I’m not working on behalf of my clients, I can be found spending time with my family, usually on the water in the summer and on the mountain in the winter.

Certifications

Chartered Retirement Planning Counselor™

Education

Bachelor of Arts, Randolph-Macon College

Visit one of our Locations

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Richmond I - Henrico

200 Westgate Pkwy

Suite 202

Henrico, VA 23233

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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