Back in 1998, a good friend introduced me to the market. It was overwhelming, to say the least, but I began learning as much as I could. When I started a career in the pharmaceutical industry a year later, I found a new passion for making the most of 401(k) investing. Fifteen years later, I was approached by an Edward Jones recruiter who encouraged me to consider joining the firm, and I realized it was an opportunity to put everything I had learned into practice.
At this point, I knew investing was a passion of mine but hadn't considered taking it to another level by helping others with their financial journeys. I took the plunge, and now, nearly ten years after I joined Edward Jones, I know I’ve found what I’m meant to do, developing personalized financial strategies and making overwhelming financial situations more manageable for individual investors in Beavercreek, Columbus and the greater Miami Valley, Ohio, area. Whether you are a savvy investor or have no experience investing, I will seek to understand what is important to you and work with you to develop a strategy that makes sense for you and your goals.
Our office focuses in helping diverse clients – whether they’re professionals, families with complex financial needs, business owners or preparing to enter retirement – be more intentional with their investing, clearly defining how their assets will be used and then removing emotion from the equation as we move toward those goals.
Whether you call or come into our office, Branch Office Administrator Dorothy Goe will be there to provide you with so much more than great customer service. With more than five years’ experience, she is well-versed in client needs and our business.
Call us today at (937) 429-1014 to learn more about what we can do for your financial future. In addition to Ohio-based investors, we currently serve clients in 18 states.
Outside of the office, I enjoy spending time with my wife and three kids, hiking, playing golf and hockey
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- Estate & Legacy Strategies
- Socially Conscious Investing
My Personal Interests
- Spending Time with Family
Phone NumberMatt DiFilippo at (937) 429-1014
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 04:00PM|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More