Matthew Michael Will
CFP®Professional Summary
Matthew Michael Will, CFP®, who also goes by Matt Will, Matthew M. Will, Matthew Will, is a registered financial advisor currently at WEALTH ACCEL located in Centerville, Ohio. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Matthew has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Estate & Legacy Planning
- Tax Planning
- Retirement Planning
- Risk Management & Insurance
- Business Services
- Financial Planning
- Investment Management
Biography
Matt Will, CFP® is a wealth advisor at Birchcreek Wealth Management. Matt has 14 years of experience in the financial services industry. He has experience working with clients ranging from senior-level Fortune 500 executives to individuals who are just beginning their financial journey. For more information about Matt and our firm, please visit our website at birchcreekwealth.com
Other Aliases
Matt Will, Matthew M. Will, Matthew Will
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTH ACCEL | WEALTH ACCEL, LLC | WEALTH ACCEL LLC
Contact Information
Main Address
81 Rhoads Center Dr. Suite A, Centerville, OH 45458Phone Number
(937) 949-5254# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
258AUM (Assets Under Management)
$74,754,313Similar Advisors
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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.
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State Registrations and Notice Filings
(5/8/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew Michael Will's CRS (Customer Relationship Summary).
Services Offered by Matthew
- Estate & Legacy Planning
- Tax Planning
- Retirement Planning
- Risk Management & Insurance
- Business Services
- Financial Planning
- Investment Management
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SOLTIS INVESTMENT ADVISORS, LLC
