Matthew J. McGervey, CFP®
Designations and Licenses
Matt is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Matt has a broad knowledge of personal financial planning strategies and solutions. He provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. Matt designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors, Matt worked as a wealth advisor at McGervey Wealth Management. While there, he developed a close understanding of each client’s unique needs to create a comprehensive plan to help them achieve their financial goals. He also sat on the firm’s investment committee. Before that, Matt worked as an associate at Paragon Advisors, where he engaged in financial planning as well as tax planning and preparation.
Matt has a bachelor’s degree in finance and economics from the University of Dayton. He also has an MBA with a focus in finance from John Carroll University.
Away from the office, Matt spends his time fishing and playing golf and hockey. He and his wife, Lydia, enjoy cooking together and trying new restaurants.