Matt
Wollick
CFP®
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.
