Matthew Daniel, CFP®, CFA Columbus Wealth Management

Contact this advisor

About Matthew Daniel, CFP®, CFA

Prior to founding CWM, Matthew provided investment advice and financial planning services to over 100 families at his prior firm. He also served as the firm’s Director of Research and played a key role in portfolio construction which impacted portfolios for over 800 households and nearly $2B in AUM. He was instrumental in getting software in place to service the firm’s clients.

Matthew is always looking for opportunities to build on his knowledge and keep growing. He earned his CFA Charter in 2018 and his CFP marks in 2019 after years of studying and passing exams. While Matthew isn’t afraid to tear into spreadsheets, tax returns, financial statements, and analyze investments, his true passion is meeting with and serving his clients. Clients appreciate his ability to take an incredibly complex situation and break it down into terms they can understand and relate to.

Matthew lives in downtown Columbus, and loves going to the gym and spending time in Short North with his friends. He is an avid snowboarder and has a really hard time turning down a trip to Vail, Colorado, or seeing somewhere new with friends and family.

Contact this advisor

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Quarterly Fee: $375+/qtr
  • Flat Fee: $1500+/engagement
  • Assets Under Management: 0.75%

SEC Records

Loading...