Jeffrey Matthews Wealth Management, LLC

EST. AUM
$161,681,168

CONTACTS
2

CLIENT ACCOUNTS
367

Firm Details

Metro area North Jersey
CRD Number 155392
Website jeffreymatthews.com
Client types

Overview

Established in 1996, The Jeffrey Matthews Financial Group works closely with a diverse clientele—including retail investors, high net worth individuals, charitable foundations, institutional clients, 401(k)/pension plans, and bond funds—to help them navigate financial markets and develop effective wealth-building strategies. Originally known for its specialization in municipal bonds, a key tool for tax-free income and wealth preservation, the firm has since evolved into a full-service securities brokerage. Today, it offers a broad array of financial products and services, including fixed income securities, equities, mutual funds, and insurance. Jeffrey Matthews is committed to understanding each client’s specific financial goals, providing comprehensive reviews that address wealth accumulation, preservation, and protection, and collaborating with clients’ tax attorneys, estate planners, and legal advisors. The firm also promotes financial education and offers investment advisory services through Jeffrey Matthews Wealth Management, LLC, an affiliated entity under common control. As of December 2024, Jeffrey Matthews has helped clients invest over $2 billion in assets held at RBC Clearing & Custody and other financial institutions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Jeffrey Matthews Wealth Management, LLC

Platform Details

Investment Preferences

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