Matthew James Daniel
CFP®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.
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
- Financial Planning
- Retirement Planning
- Investment Management
- Cashflow & Budgeting
- Health Care & Long-Term Care Planning
- Social Security & Medicare Planning
- Education Funding
- Business Services
- Risk Management & Insurance
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...
Other Aliases
Matt Daniel
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
13 years in the financial services industry
Current & Past Employments
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Current Firm
COLUMBUS WEALTH MANAGEMENT | COLUMBUS WEALTH MANAGEMENT LLC
Contact Information
Main Address
6605 Longshore Street Suite 240 #190, Dublin, OH 43017Phone Number
(937) 776-5494# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
119AUM (Assets Under Management)
$35,964,715Similar 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
(12/16/2021)
(4/7/2022)
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 James Daniel's CRS (Customer Relationship Summary).
Services Offered by Matthew
- Estate & Legacy Planning
- Tax Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Cashflow & Budgeting
- Health Care & Long-Term Care Planning
- Social Security & Medicare Planning
- Education Funding
- Business Services
- Risk Management & Insurance
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