Matthew J. Stewart
FORESTVIEW FINANCIAL PARTNERS | Wealth Advisor
Delaware, OH
CRD#: 2986538
Professional summary
Matthew John Stewart, CFP®, ChFC®, who also goes by Matt J Stewart, is a registered financial advisor currently at FORESTVIEW FINANCIAL PARTNERS, LLC located in Delaware, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Matthew has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
Biography
With over 25 years of industry experience, Matthew focuses his practice on helping clients achieve their financial independence. As President of the firm, he established Forestview Financial Partners to provide investors with a truly personal planning experience. He is skilled in an array of financial disciplines, from retirement and estate planning to business exit strategies, and specializes in portfolio management.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and Chartered Financial Consultant® (ChFC®) designee, Matthew works holistically across a wide variety of subject areas when analyzing his clients' financial situation and providing recommendations. He draws on his years of institutional experience to help individuals and families take command of their financial lives.
Matthew is a member of the Financial Planning Association, having served the Central Ohio chapter as a board member from 2006-2012 and as its President in 2008. He is also a member of the Worthington Estate Planning Council.
Actively involved in his community, he currently serves on the Advisory Board of The Salvation Army of Central Ohio. He recently became a volunteer pilot for Pilots N Paws, helping to relocate rescued dogs to their new forever home. He has previously served as a Central Ohio regional board member for the Make-A-Wish Foundation, as well as a board member of Step By Step Academy.
Outside of the office, Matthew enjoys spending time with his wife and two children. He has several hobbies, such as boating, flying his plane as a private pilot and shooting sporting-clays.
Question & Answer
What are your service offerings?
Financial Planning,
Investment Management,
Insurance Planning,
Retirement Planning,
Tax Planning
Do you have an area of expertise or specialization?
High Net Worth Planning,
Investment Management,
Retirement Planning,
Trust and Estate Planning,
Risk Management and Insurance ...
What is your minimum asset requirement?
1M
How do you get paid?
Commission,
Hourly Charges,
Flat Fee,
Percentage of AUM
Are you a "fiduciary"?
Yes
Aliases
Matt J Stewart
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.
I am the owner of The Benefits Design Group, LLC, an insurance agency licensed by the State of Ohio. The agency receives first-year and renewal commissions from the sale of life and health insurance contracts.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Stewart'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®
Start date: 2006
Experience
Current
March 13, 2017 - Present
FORESTVIEW FINANCIAL PARTNERS, LLC
RIA
CRD#: 286633
Delaware, OH
Past
February 10, 2005 - October 5, 2009
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
DUBLIN, OH
Past
February 2, 2005 - October 5, 2009
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
DUBLIN, OH
Past
May 21, 2002 - February 7, 2005
MONY SECURITIES CORPORATION
RIA
CRD#: 4386
POWELL, OH
Past
December 23, 1997 - February 7, 2005
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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
Ohio(3/13/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
FF
FORESTVIEW FINANCIAL PARTNERS, LLC
FORESTVIEW FINANCIAL PARTNERS, LLC
CRD#: 286633 / SEC#:
Ohio
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Contact information
Main Address
Delaware, OH
Mailing Address
Phone number
(614) 954-1154
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 172 |
| AUM (Assets Under Management) | $ 55,174,476 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
