Broker Check
Matthew Williams, CExP, CASL, RICP

Matthew Williams, CExP, CASL, RICP

Financial Specialist

Matt is a native of Binghamton, NY and has been a resident of the greater Philadelphia area for the last eighteen years. He graduated from Rochester Institute of Technology with a Civil Engineering Technology Degree in 1995. After spending the 15 years as a professional engineer in the state of Pennsylvania, Matt joined Independence Planning Group in 2013 and obtained the client builder award and the new agent of the year award.

Prior to joining Independence Planning Group, Matt was a client for 10 years. In that time, he came to appreciate the power of being properly financially organized. Matt’s clientele are primarily professionals and business owners looking to maximize asset growth and cash flow. His unique perspective of being a client is an essential part of Matt’s success and he can easily see things from the client’s point of view. The process starts with a premise of organization because he believes it is impossible to know where you are going if you don’t know where you are or where you have been. Once properly organized, he helps align his client’s intentions with their financial decisions. This is achieved through a comprehensive process of analyzing their current plans and making recommendations regarding their asset protection, asset building, debt management and tax mitigation.

Matt lives in Warrington, PA with his wife Maria and daughter Anastasia. He is an active steward of Saint Sophia Greek Orthodox Church, a current member of the Warrington Rotary Club, a member of BNI, and a past president of the Deer Valley Homeowners Association. Matt enjoys golf, biking, reading and traveling.

 

Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), Financial Representative of Guardian