Matthew Garasic, CFP®

I help executives and key employees align their money with their ideal life

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Unrivaled Wealth Management Matthew Garasic, CFP®
Salem, OH

Serving Clients Nationwide

I help executives and key employees align their money with their ideal life

Areas of Focus

  • Employee Stock Options
  • Equity Compensation Options
  • Financial Life Planning
  • Investment Management
  • Taxes

About Me

Welcome! I'm Matt Garasic, founder of Unrivaled Wealth Management. I specialize in working with executives and key employees across the United States.

Business executives and other professionals tend to start working with me when:

• They don't have the time and/or desire to properly manage their finances.
• They want practical advice on what they need to do to reach their financial goals.
• They're overwhelmed and need help converting their equity compensation into cash.
• They're experiencing a significant life event and need help navigating the financial ramifications.
• They crave the freedom to work on their terms as quickly as possible so they can spend more time on what’s important to them.

I relieve my clients' stress and help uncover new opportunities by synchronizing everything related to their financial lives, including cash flow, tax, investment, estate, and insurance planning.

Clients enjoy working with me because my approach is drastically different from what they’ve experienced or heard about financial advisors.

• I avoid financial jargon and explain topics in plain English.
• I want you to understand every recommendation before it's implemented.
• You’ll always speak directly to me and receive personalized answers to your questions.
• You never have to wonder if my recommendations are incentivized by a commission or ulterior motive.
• I focus on helping you enjoy your money while you’re alive instead of competing for the highest net worth in the graveyard.

Book an introductory meeting and let's see if it makes sense to work together!

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

44460

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and discuss your unique circumstances. Then, I'll explain our process for working with clients and answer any questions you have. From there, we'll determine if it makes sense to schedule a second call to dive deeper before preparing a proposal to work together. I look forward to speaking with you!

Offers Investment Management

Yes

About our Firm

Unrivaled Wealth Management serves clients across the United States and offers several different services and fee structures to fit the unique needs of every client.

Education

The Ohio State University Bachelor's degree, Consumer and Family Financial Services

Hobbies and Interests

  • Animals
  • Exercising
  • Family
  • Fishing
  • Football
  • Golf
  • Grilling
  • Hiking
  • Reading
  • Sports
  • Working Out

FINRA Lookup

View Disclosure

Who We Serve

  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Sales Professionals
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.