As a Financial Planner at Opus Financial Solutions, my primary goal is to improve clients’ relationship with money by providing holistic financial planning and investment management services. I began my career in finance after graduating from the University of Pittsburgh with a bachelor’s degree in both finance and economics. I have held various roles within investment management, all sharing a common thread of client engagement and a listen-first approach to service. Specifically, I have served as a Financial Advisor to local governments and other public entities, an Investment Consultant for public pension plans, higher education endowments, and non-profits, and most recently as a Marketing Strategist and Investment Consultant for publicly traded investment funds. 

Throughout my career, I have grown ever more passionate about serving as a translator and liaison, bridging the gap between the client and the complexities of their financial situation. I believe success in this role hinges on building and maintaining trust, a keen sense of what is important for the client to understand, and thoughtful, tailored education so that each unique audience grows increasingly confident in their financial journey. 

In both my personal and professional life, I have thrived on organizational skills and striking the right balance of depth and breadth of planning. Understanding the various financial levers and dials at hand and how adjusting each can impact the short, medium, and especially the long-term, is a puzzle I enjoy walking clients through as they march toward retirement. 

I originally hail from the suburbs of Philadelphia, but after earning the Chartered Financial Analyst (“CFA”) designation in 2021, my wife and I moved to sunny Colorado. Outside of work, I am enthusiastic about community involvement, having served on several local nonprofit boards. My wife and I also enjoy hiking, backpacking, skiing, and exploring the finest craft beer this country has to offer! One of my greatest thrills is planning trips with friends and family, so I look forward to hearing about your own adventures soon!

Matthew can be reached at mattsmith@opusfinsolutions.com