Matthew S. Olver, CFP<sup>&reg;</sup> - Financial Advisor

Matthew S. Olver, CFP®

Partner, Client Advisor

Cerity Partners LLC

50 Public Square, Suite 2700
Cleveland, OH 44113
FINANCIAL ADVISOR'S WEBSITE
(216) 464-6266

General

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

Financial Advisor Overview

A modification of the word sincerity, the name Cerity Partners perfectly encapsulates our firm’s character and the experience our clients receive. In an industry dominated by silos and compromised relationships, our mission is to positively impact the financial well-being of our clients through uncompromised advice.

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Financial Advisor Experience

Unfortunately, money doesn't come with instructions. As partner in the Cleveland office of Cerity Partners, Matt has over twenty years of experience working with families and business owners helping take stock of what they have, understand where they want to go, and providing guidance on the steps they need to take to get there.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth

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Helpful Financial Planning Resources