Matt

Wollick

CFP®

picture of a planner

Here to act in your best interests

About me

I enjoy being a financial planner because I’m all about helping my clients plan ahead to face life’s challenges knowing that they have a roadmap to take them all the way to a rewarding retirement. My interests outside of work have been called unique by my four daughters. I have a passion for high intensity interval training and am a big fan of archery.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Environmental Planning and Design - Rutgers University-New Brunswick

Visit one of our Locations

Philadelphia I - Plymouth Meeting

600 W. Germantown Pike

Suite 100

Plymouth Meeting, PA 19462

Philadelphia - Chadds Ford (Appt Only)

225 Wilmington West Chester Pike

Suite 200

Chadds Ford, PA 19317

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.

The latest insights from our experts

    Market Insights – April

    IRS rules for caregivers

    How to Customize Your Retirement Plan Using the 4% Rule

    Should you try to hedge against inflation?