Matthew Filepp, CFP^®

CFA

PB Wealth, LLC

Virtual
Charlotte, NC 28277-2360

FINANCIAL ADVISOR'S WEBSITE

www.pbwealthmanagement.com

CONNECT WITH Matthew

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

My Website

Brochures

PB Wealth ADV Parts 2A and 2B

General

Matthew Filepp is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at PB Wealth, LLC in Charlotte, NC and the surrounding communities.

Financial Advisor Overview

Hi! I'm Matthew Filepp, CFA, CFP® and founder of PB Wealth, LLC. I started PB Wealth to focus on what truly matters; understanding who you are, where you want to go, and identifying any financial blind spots that may be holding you back. I believe a financial advisor should meet you where you are, whether you’re just starting out or whether you’re in your peak earning years, it should not matter. My mission is to help you build a life that is truly meaningful to you and that starts with getting to know who you are and what matters most to you. The truth is, your financial future is already being built, either by default or by design. As your advisor I will help you build your financial future by design.

Financial Advisor Experience

I am a CFA® Charterholder and CFP® Professional. For over a decade I served in various roles at Morgan Stanley and BNP Paribas in the New York metro area before relocating to Charlotte, North Carolina in 2021 where I was most recently a Vice President at Bank of America. I started PB Wealth to make a real impact in people’s lives, specifically focusing on professionals and families who may have some time before they retire, but they are in their peak decision-making years and need someone that truly invests in and empowers them. Starting my own RIA has given me the flexibility and independence I need to serve clients in their best interest, without compromise.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®
Chartered Financial Analyst (CFA)

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Nontraditional Households