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Matt Preddy

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.


Chartered Retirement Planning Counselor™


Bachelor of Arts, Randolph-Macon College

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Richmond II - Henrico

200 Westgate Pkwy
Suite 202
Henrico, VA 23233

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning