As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transition strategies.
I have been serving individual investors and businesses in the financial industry for nine years. As a financial advisor in Honolulu, I act as a financial guide helping people navigate the journey to retirement or more simply - doing more of what you like and less of what you don't.
As I've enjoyed working with a variety of clients over the years, I have made the most impact with busy professionals and small business owners who don't have the will, skill or time to maintain a financial strategy. We believe it's better to prepare than to repair.
I enjoy being an integral part of the community and am involved with such organizations as Business Networking International, Punahou School and the Alzheimer's Association.
My wife's family has lived in the Hawaiian Islands for over seven decades and look forward to decades ahead. I am originally from Green Bay, WI. My wife, Megan, and I have three girls - Abigail, Avery and Annabelle.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
Office Address3660 Waialae Avenue Ste 209
Honolulu, HI 96816
Phone NumberMatthew W Joswick at (808) 734-8889
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