Matt McGraw, CFP®
Wealth Manager
Matt serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With nearly a decade of experience in the financial services industry, Matt offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Matt served as a financial advisor at an independent investment advisory firm.
Matt received his Bachelor of Science degree from The Pennsylvania State University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Matt and his wife, Kelsey, have one child, Vallie, and two cats, Shake and Sage. Outside of work, Matt enjoys traveling, staying active and all things music related.
Articles by Matt McGraw, CFP®
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