Matthew A. Ramos

MPOWER WEALTH MANAGEMENT

Drexel Hill, PA

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CRD#: 2078561

Professional summary

Matthew A Ramos, CFP® is a registered financial advisor currently at MPOWER WEALTH MANAGEMENT, LLC located in Drexel Hill, Pennsylvania.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Matthew has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

MAR Financial Planning, LLC was founded with the mission to provide affordable and straightforward financial planning and investment management for everyone. Financial planning can be complicated, but my approach is not.  I believe my role as your financial planner is similar to that of your family doctor: you have an annual physical, regular checkups, and receive straightforward treatments when you are not well. 

For most of us, wealth is not created quickly; it is a marathon that requires discipline, patience, and consistency.  I am here to help you cross the finish line.  I have been in the financial advisory industry since 2001 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010.  I am compassionate, empathetic, and patient because I've struggled with my finances in the past too.  Those experiences in my early 20s taught me great lessons about discipline, making smarter decisions, delaying gratification, saving money, planning, and investing for the future.  I am confident you can benefit from the professional expertise and life experiences I have to offer.

Question & Answer

What are your service offerings?

Life Transitions

Elder Care

Education Planning

Inheritance

Budgeting

Divorce Planning

Comprehensive Financial Planni...

Investment Planning

Socially Responsible Investing

Debt Management

Retirement Planning

Do you have an area of expertise or specialization?

Baby Boomers

Cash Flow/Budgets/Credit Issue...

College/Education Planning

Divorce Planning

Federal Employees

Financial Psychology/Coaching

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew A Ramos's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

ST. LOUIS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/28/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/5/2018

General Securities Representative Examination

Current Firm

MPOWER WEALTH MANAGEMENT, LLC

MAR FINANCIAL PLANNING, LLC | MPOWER WEALTH MANAGEMENT, LLC

CRD#: 314968 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/19/2021 Approved)

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Contact information

Main Address

Drexel Hill, PA

Mailing Address

Phone number

(267) 225-7685

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 9,114,083

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Matthew A. Ramos

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew A Ramos's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORUM FINANCIAL MANAGEMENT, LP

MAR FINANCIAL PLANNING, LLC

CASSADAY & CO INC

OSAIC WEALTH, INC.

MAR FINANCIAL PLANNING, LLC

SBSB FINANCIAL ADVISORS

CAPITAL FIDUCIARY ADVISORS, LLC

MTX WEALTH MANAGEMENT, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2018

SIE

Date: 10/1/2018

Series 7

Date: 9/5/2018

Current Firm

MPOWER WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MPOWER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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