Edward Jones - Timothy Matta, CEPA®

About Us

I believe financial success starts with the end in mind; a clear vision. My role is to serve as a trusted guide and coach for my clients, helping coordinate the many financial decisions that shape their lives, businesses and legacies.

How I help clients create clarity and long-term confidence:
• Helping families and business owners organize, simplify, and coordinate all aspects of their financial lives
• Delivering personalized wealth management and comprehensive financial planning tailored to each client's unique goals
• Guiding business owners through growth, succession, and exit planning strategies, while providing their teams with innovative workplace retirement solutions.
• Integrating investment management, cash flow planning, risk protection, tax-aware strategies, and estate planning considerations
• Utilizing advanced planning tools and portfolio solutions, including UMAs, to align financial decisions with long-term objectives