Matt Will
CFP®
Birchcreek Wealth Management, LLC
Wealth Advisor
Matt Will
CFP®
Birchcreek Wealth Management, LLC
Wealth Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matt Will, CFP®
Fee-Only financial planner located in Miami Township, OH, serving clients locally and across the country
Matt Will is a Miami Township, OH fee-only financial advisor serving clients locally and across the country. Birchcreek Wealth Management, LLC provides comprehensive financial planning and workplace retirement plans to help individuals, families, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matt Will is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Will has 15 years of experience in the wealth management industry. His experience helping clients navigate the 2008-09 Financial Crisis turned what was just a job into a passion. As a wealth advisor, Matt combines his interest in financial markets with his desire to help people reach their goals.
His areas of expertise include:
- Investment Management
- Retirement Income Planning
- Small Business Tax Planning
- Executive Compensation Planning
Matt is a Business Finance graduate from the University of Dayton and obtained his CERTIFIED FINANCIAL PLANNER(TM) certification in 2009.
He resides in Centerville, Ohio, with his wife Nicole, daughter Addy, and son Carter. When they are not at gymnastics meets or basketball practices, they enjoy playing in the backyard with their dog (Alfie) and cheering on the Dayton Flyers.
Matt Will 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.
At Birchcreek Wealth Management, we draw on expertise and experience to help clients establish a road map to meet their financial aspirations, for themselves and their families. We enjoy walking them through a process that results in relief from the stress and time commitment of financial planning and managing investments on their own.
We enjoy working with multiple generations of families. In fact, we make it a practice to extend financial planning services and a client’s pricing to their linear family - children, grandchildren, or parents.
Regardless of circumstance, our clients are those seeking sound, objective advice from a team that will serve as a steward of their financial planning and investment portfolio.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Small Business Tax Planning
- Executive Compensation Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matt Will is a NAPFA-Registered Financial AdvisorThe 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.
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Matt Will is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Matt Will
Office Locations:
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2955 Exchange Place Blvd
Suite 103
Miami Township, OH 45342
