Anthony Matteo

CFP®

SageVest Wealth Management

Financial Advisor

Anthony Matteo

CFP®

SageVest Wealth Management

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Anthony Matteo, CFP®

703-992-7650

Fee-Only financial planner located in McLean, VA, serving clients locally and across the country

Meet Anthony Matteo

Anthony Matteo, CFP®, serves as a Financial Advisor with SageVest Wealth Management.  He works closely with clients to understand their financial goals, gather relevant financial information, prepare planning projections, evaluate appropriate financial strategies, review tax considerations and align strategies with client investment portfolios.  Anthony effectively communicates various financial and account updates, ensuring strategies are presented in clear terms to meet the client’s goals. 

As a member of the Investment Committee, Anthony conducts research and participates in quarterly investment meetings. Anthony oversees investment management reporting efforts for SageVest clients.

Anthony joined SageVest Wealth Management post his graduation from Virginia Polytechnic Institute and State University where he earned a Bachelor of Science (BS) in Finance, with a concentration in financial planning. He received the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation from the CFP® Board of Standards.

Anthony is an active member of the Financial Planning Association (FPA).  He is also affiliated with The National Association of Personal Financial Advisors (NAPFA).

Anthony Matteo is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Anthony Matteo is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Anthony Matteo

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Office Locations:

  • 1320 Old Chain Bridge Road
    Suite 250
    McLean, VA 22101

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