Matthew Holmes
Financial Advisor
CFP®
Matthew Holmes, CFP®, is a Financial Advisor at Allworth Financial. Originally from Oxford, Ohio, Matthew earned his bachelor’s degree from Miami University, having spent his first year at Franklin College. He received his CERTIFIED FINANCIAL PLANNER® certification in 2023 and is a member of the Financial Planning Association. Matthew brings a decade of experience in financial services, having worked with prominent firms such as Schwab and TD Ameritrade, as well as a local Registered Investment Advisor (RIA) firm. Throughout his career, he has developed expertise in client portfolio management, investment planning, and financial advisory services. Matthew is excited to assist Allworth clients by providing comprehensive, client-centered financial strategies and solutions. He is committed to helping clients navigate life’s complexities through thoughtful and personalized financial planning.
Outside of his professional life, Matthew enjoys spending time with his wife, Cassie, whom he married in Nashville, TN, in 2021. The couple resides in Fishers, Indiana, with their two-year-old German Shepherd. Matthew enjoys playing sports, particularly golf, attending sporting events, and hosting game nights with friends and family. He and Cassie look forward to starting a family in the near future.
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Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?
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