Matt
Preddy
CRPC™
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, Economics and Business, Minor in Mathematics - Randolph-Macon College
Visit one of our Locations
Richmond I - Henrico
200 Westgate Pkwy
Suite 202
Henrico, VA 23233
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
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.
