Todd Matia, CFP®, CFF | Investment Advisor

Todd prides himself in keeping client interests first and takes his designations as a CFP^® professional and a Certified Financial Fiduciary^® seriously. He enjoys using his educational and entrepreneurial background to expand his clients’ financial knowledge and help them make sound financial decisions. Having created, co-owned, and grown six successful businesses, Todd has a distinct perspective on the life and needs of an entrepreneur. He understands and appreciates the complexity inherent in the entrepreneur lifestyle and strives to simplify the financial aspect of his client’s lives. He creates impactful relationships and helps others solve their financial challenges by making complicated concepts understandable.

At Harvey Investment Management, Todd enjoys working as a personal wealth consultant with a select group of successful business owners and high-net-worth families. He works as a fiduciary in a virtual family office model and partners with law and tax professionals to help his clients navigate the complexities of investment consulting. These complexities include portfolio management, wealth enhancement (Cash flow planning and tax strategy), wealth transfer (complex estate transfer), wealth protection, major liquidity events (business sale, divorce, inheritance), and charitable giving.

To put it simply, he helps clients:

• Make intelligent decisions with their money.

• Avoid financial waste.

• Protect and grow what they have earned.

• Provide strategies to prevent them from outliving their money.

• Make a lasting impact.

• Give more to their heirs than the U.S. Government.

Todd enjoys golfing, pickleball, bouldering, traveling and trying new foods with friends and family. In addition, he strongly supports his community by serving on various boards, developing local mental health initiatives, and being an active member of the local church community.

Todd.Matia@RIAgroups.com
(719) 960-0975