Broker Check
Matthew Medlock

Matthew Medlock

Senior Wealth Advisor

As a seasoned second-generation advisor with over 25 years of industry experience, my unwavering commitment lies in delivering bespoke, client-centric counsel, advocacy, and comprehensive solutions. within the realm of financial planning and wealth management. I serve high-net-worth individuals and families, esteemed athletes and entertainers, enterprising small business owners, as well as institutional entities.

Central to my professional ethos is the alignment of my objectives with those of my esteemed clientele. In this pursuit, their goals and aspirations take precedence and are methodically pursued through a meticulous, unbiased process, encompassing tailored advice, dedicated advocacy, unparalleled service, and innovative solutions, all underscored by an unwavering dedication to transparency, genuineness, and diligence.

I bring to the table a diverse range of competencies, including experience in Financial and Retirement Planning, Wealth Management, Financial Services Software Development, Retirement Plan Provider/Administration, Cash Management, and Advanced-Certified Insurance Solutions. Furthermore, I have experience in the nuanced field of Athlete & Entertainer Wealth Management and possess a keen acumen in navigating the intricacies of Financial Services Compliance.

My distinguished career trajectory has been fortified by a profound passion for empowering clients with financial independence, security, and prosperity. Throughout my journey, I have fostered enduring relationships grounded in trust and mutual respect as a reputable and reliable advisor in the industry. In essence, my resolute commitment to excellence and unwavering dedication to client success exemplifies my position as a stalwart in the realm of financial advisory and wealth management.