Matthew Weber has been working with Qualified Retirement Plans since 2013. Prior to joining Merrill, Matthew worked at a Qualified Plan Third Party Administrator company for 6 years. During Matthew's time as a Third Party Administrator he became well versed in ERISA Law and testing procedures of Qualified Plans. In 2020 Matthew completed the Certified Plan Fiduciary Advisor Program.
Matthew enjoys working with Plan Sponsors to help them accomplish their organizational goals. He also enjoys helping Organizations Employees achieve their individual financial goals.
When not at work, Matthew is active with his family, active in his community and is an avid golfer.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
