Matthew Hawk
CFP®
Cambridge Capital Management, LLC
Senior Wealth Advisor
Matthew Hawk
CFP®
Cambridge Capital Management, LLC
Senior Wealth Advisor
I feel my role as a fee only financial planner is to let you take a moment from your daily routine and dream about what you want your future to look like. You have an unbiased partner, helping you create the best path to get you there. - Matthew Hawk, CFP®
Fee-Only financial planner with offices in St. Louis, MO and O'Fallon, IL focused on providing unique and customized comprehensive financial planning.
Matthew Hawk is a fee-only financial planner. Cambridge Capital Management, LLC provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Hawk is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matthew Hawk has served as a Financial Advisor since 2008. Previously, he spent 6 years working as a Staff Accountant. "I knew I wanted to become a Wealth Advisor at some point in my career. In 2008, when I saw how people were struggling, I felt now is the time when people need a well thought out financial plan the most."
Matt is a Certified Financial Planner™ and Registered Investment Adviser Representative with Cambridge Capital Management.
"Being able to serve others on a daily basis is a dream come true" says Matt. "My goal has always been to give our clients a level of service that exceeds their expectations. I feel taking the time to listen to our clients' personal goals and needs and understanding their vision as a whole, really helps us customize a plan specific to their life. I feel the depth of this process and the customization of each of our plans, has meant a lot to our clients."
Matt holds a Bachelor of Arts in Finance from the University of Utah. He is fluent in both English and Spanish. He is a member of the Edwardsville/Glen Carbon Chamber of Commerce and coaches youth sports in the Edwardsville, IL area.
Matt, his wife Camille, and their three children reside in Edwardsville, IL. He enjoys spending time with his family, playing golf, photography and oil painting. He also loves playing sports and taking family road trips around the country.
Matthew Hawk 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.
Founded to be a revolutionary investment firm focused on complete customization with transparent integrity, Cambridge Capital Management was one of the first pure "fee-only" investment companies in the St. Louis Metro area.
Today, Cambridge Capital Management remains a place where clients can be confident that they are getting independent, unbiased investment advice.
We understand that wealth is simply a means to attain life's goals, whatever they may be, and that building a successful life is about more than simply maximizing your wealth. It requires embracing your vision and honoring your values. With that in mind, we get to know and understand your goals and objectives so that we can create a plan unique to your situation. We counsel you on how the important financial decisions you make now may affect your lifestyle and long-term goals.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- Growing Families
Working Together
- Complimentary Initial Consultation
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Matthew Hawk 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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Matthew Hawk 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 Matthew Hawk
Office Locations:
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781 Sunset Blvd.
Suite 100
O Fallon, IL 62269 -
7110 Oakland Ave
St. Louis, MO 63117
