Matthew  Peck,  CFP<sup>&reg;</sup> - Financial Advisor

Matthew Peck, CFP®

TPCP®

Wealth Strategy Advisor

Anderson Financial Strategies

2500 Stratacache Tower
Dayton, OH 45423
FINANCIAL ADVISOR'S WEBSITE
(937) 610-9388

General

Matthew Peck is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Anderson Financial Strategies in Dayton, OH and the surrounding communities.

Financial Advisor Overview

Anderson Financial Strategies is a fee-only, fiduciary wealth management firm based in Dayton, Ohio. I specialize in personalized, commission-free financial planning and tax-efficient investing, primarily serving high-net-worth families and individuals with at least $500,000 in investable assets.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - TPCP®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources