Matthew Heitman, CFA, CFP®
Director of Financial Planning
Matthew Heitman
317.426.8800 Ext. 121 - Office
317.447.8838 - Cell
317.563.0178 - Fax
Matthew Heitman, CFA, CFP®
Matthew has been a financial planner his entire career. He specializes in high-net-worth families, utilizing critical thinking skills, analytical insights, unwavering professionalism, and integrity to provide a constructive advantage to clients.
Matthew most recently worked as a Wealth Planner for a regional private bank. He began his career at a broker/dealer working with 401k participants. Everywhere he goes he brings the ability to break down complex financial concepts into actionable steps.
Growing up on the west side of Cincinnati, Matthew attended the University of Cincinnati and earned his B.A. in Communications. He is a CERTIFIED FINANCIAL PLANNER™ certificant and has earned the Chartered Financial Analyst designation. He also holds the Accredited Behavioral Finance Professional™, Accredited Portfolio Management Advisor™, Accredited Wealth Management Advisor™, Chartered Financial Consultant®, Chartered Retirement Planning Counselor™, Chartered Retirement Plans Specialist™, and Chartered SRI Counselor™ designation.
Matthew volunteers his time as a board member for the Financial Planning Association of Southwest Ohio (FPA) and the Treasurer for The CFA Society of Dayton. Matthew lives north of Cincinnati in West Chester Ohio with his Wife, Katie, their 2 kids, and their small dog.