Matthew J. Daniel
COLUMBUS WEALTH MANAGEMENT
DUBLIN, OH 43017
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CRD#: 6208242
Professional summary
Matthew James Daniel, CFP®, who also goes by Matt Daniel, is a registered financial advisor currently at COLUMBUS WEALTH MANAGEMENT located in Dublin, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Matthew has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Prior to founding Columbus Wealth Management, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm's Director of Research and played a key role in the investment philosophy and portfolio construction which impacted nearly $2B of assets across 800+ households. In addition, he was responsible for various software implementation initiatives, several of which played a critical role in allowing a seamless transition to remote work at the start of the COVID-19 pandemic.
Matthew is always looking for opportunities to improve both personally and professionally. After years of diligent studying and multiple exams, he earned his CFA Charter in 2018 and his CFP marks in 2019. While Matthew isn't afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into relatable terms that are easy to understand.
Question & Answer
What are your service offerings?
Inheritance
Tax Planning
Debt Management
Retirement Planning
Estate Planning
Investment Planning
Retirement Income Management
Budgeting
Long-term Care
Health Care
Comprehensive Financial Planni...
Life Transitions
Social Security Planning
Education Planning
Small Business Planning
Employee and Employer Plan Ben...
Insurance Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
Investment Advice with Ongoing...
LGBT Couples and Families
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Matt Daniel
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.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew James Daniel'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: 2019
Experience
Current
December 16, 2021 - Present
COLUMBUS WEALTH MANAGEMENT
Office #1: 6605 Longshore Street Suite 240 #190, Dublin, OH 43017RIA
CRD#: 317480
DUBLIN, OH
Past
January 9, 2019 - October 20, 2021
SUMMIT FINANCIAL STRATEGIES INC
RIA
CRD#: 110112
COLUMBUS, OH
Past
August 19, 2013 - January 2, 2015
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
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(12/16/2021)
IAR
Texas(4/7/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
COLUMBUS WEALTH MANAGEMENT
COLUMBUS WEALTH MANAGEMENT | COLUMBUS WEALTH MANAGEMENT LLC
CRD#: 317480 / SEC#:
Ohio
Registered Investment Advisory firm - (12/16/2021 Approved)Texas
Registered Investment Advisory firm - (3/29/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6605 Longshore Street Suite 240 #190, Dublin, OH 43017
Mailing Address
Phone number
(937) 776-5494
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 110 |
| AUM (Assets Under Management) | $ 26,764,226 |
Red Flags
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