Matthew J. Peck, CFP®, TPCP®

As a Wealth Strategy Advisor, Matthew helps clients make smarter, more intentional decisions with their money through comprehensive, tax-efficient financial planning.

Since beginning his career in investment services in 2018, Matthew has developed deep expertise in lifetime tax optimization, retirement distribution planning, and strategic wealth preservation. As both a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and a Tax Planning Certified Professional® (TPCP®), he integrates advanced tax-planning frameworks into every client relationship by helping families and business owners reduce lifetime tax liabilities, invest more tax-efficiently, and better align their financial decisions with long-term goals.

Matthew is a 2015 graduate of Wittenberg University, where he earned a Bachelor of Arts while double-majoring in Finance and Accounting. He also holds a Certificate in Financial Planning from Bryant University and is a licensed Investment Advisor Representative.

Committed to leadership and community service, Matthew serves on the Executive Board of the Tecumseh Council of Scouting America, having earned the rank of Eagle Scout in 2007. He is the current President of the Beavercreek Young Professionals and was honored as the 2022 Beavercreek Chamber Young Professional of the Year. Matthew is also an active member of the Ohio Society of CPAs and serves on its Dayton YCPA Committee.

Matthew’s mission is simple: deliver thoughtful, transparent, and tax-forward financial guidance that empowers clients to build and enjoy lasting wealth.