Matthew J. Stewart, CFP^®

ChFC^®

President/Wealth Advisor

Forestview Financial Partners, LLC

1967 Forestview Ln
Delaware, OH 43015

(614) 954-1154 CONNECT WITH Matthew

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

My philosophy is to add more value for less. My approach and business structure allows me to charge less than the average advisor, without compromising the breadth and depth of services or the effectiveness of the advice given.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$1,000,000

My Links

Forestview Financial Partners

Brochures

ADV

General

Matthew Stewart is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Forestview Financial Partners, LLC in Delaware, OH and the surrounding communities.

Financial Advisor Overview

I have been a financial advisor for over 25 years. I have a proven track record of helping people achieve their financial goals through all phases of their life and I have helped them navigate through three economic recessions and several financial market meltdowns.

Financial Advisor Experience

1/2017-Present: President/Wealth Advisor; Forestview Financial Partners, LLC. 7/2009 - 8/2016: Vice President/Sr. Financial Planner; Key Private Bank. 2/2005 - 10/2009: Partner of Columbus Financial Partners/Investment Advisor Representative of ING Financial Partners. 12/1997 - 1/2005: Agent/Registered Representative: Mutual of New York.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Chartered Financial Consultant (ChFC^®)

Insurance Licenses

Life insurance: OH
Health/disability insurance: OH
Fixed annuities: OH

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

I am not an employee of a broker-dealer. I do partner with broker-dealers to custody clients' assets - mainly Interactive Brokers and Betterment Securities.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Tangible Assets, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs