Matthew Burnell
Prior to joining Strategies for Wealth, Matt spent more than 20 years as a multiple award-winning securities analyst covering both fixed income and equity securities. Matt uses his deep experience to help clients maximize and protect their wealth by debunking common financial myths which caused – and in many cases worsened – the current savings and retirement crises. Using a collaborative process, Matt focuses on guiding his clients toward financial balance, tax efficiency, diversification and control of their financial affairs with confidence, security and restful nights.
More recently, Matt also works with business owners to understand the benefits of proactive succession and exit planning as a means of maximizing the value of their life’s work. He also works with business owners to optimize employee benefit program administration, qualified plan design, and other steps that protect a business from uncertainty so owners can focus on building their business.
Matt serves on multiple charitable boards, including the Washington Men’s Camerata (Treasurer), and was a former Finance Chair of the Bronxville School Foundation. He is married with three children and currently resides in Rockville, Maryland.