Matt Bonito, CFP®, CKA®
Be Cared For, Not Controlled
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Serving Clients Nationwide
Be Cared For, Not Controlled
Areas of Focus
- Biblical Finance
- Faith-Based Investing
- Financial Life Planning
- Investment Management
- Retirement Planning
- Setting Up Retirement Accounts
- Social Security
- Tax-Smart Accumulation Planning
- Tax-Smart Distribution Planning
About Matt Bonito, CFP®, CKA®
Matt Bonito grew up in Lima, Ohio, was blessed with the opportunity to attend Michigan State University, obtain a degree in Merchandising Management and play football. Having been coached by a great coach, Matt learned the importance of hard-work, perseverance and having a game-plan.Matt has been in the investment industry since 2002 in various roles and has worked hard to provide the best advice to his clients. From 2003 to 2014, Matt learned much through running his own financial planning business. Always striving to continue learning and further education, Matt obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2012. In 2014 Matt was blessed with the opportunity to work for a great financial advisor which helped him hone his skills and processes.
Feeling led to make a difference and fight back against the unsettling changes we all have been facing, in 2021, Matt partnered with Inspire Advisors. Matt believes everyone should have a strong game-plan and should be able to have investments that align with their values.
Outside of work, Matt enjoys spending time with his beautiful wife, Amanda, 2 daughters, Allison and Amelia, and son, Noah. Matt has coached and continues coaching various sports for his kids. Matt and his family live in the Johnstown area and are active in church.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Kingdom Advisor (CKA)
Affiliations
- Kingdom Advisors
Primary Location
355 E Campus View Blvd, Suite 290 Columbus, OH 43235
Video
https://youtu.be/B8GkppzMW18Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above to get in touch. We start with an introductory meeting where we'll take as much time as necessary to meet with you, walk through your financial situation, and answer any questions you may have. There is no cost or obligation for our first meeting. The goal is to get to know each other. We introduce ourselves and our services, then we turn the focus over to learning more about you and your situation. We will walk through every area in your life that involves finances. We look forward to speaking with you.Offers Investment Management
Yes
About Inspire Advisors - Upward Management Group
At Inspire Advisors - Upward Management Group, we are a team of Christian Financial Advisors located in Columbus, Ohio. We serve people all around the country helping them reach their financial goals so they can focus on things they are good at and enjoy. We also do everything with the goal of serving and honoring God!Our Mission
We are here to provide financial freedom to our clients by focusing on what is important to them and helping them make life’s most important financial decisions, all through a Biblical lens so that we can honor God through the process.
How We Can Serve You
◾Financial Planning
We believe everyone needs a plan to help them succeed in making financial decisions and reaching their goals.
◾Investment Management
You are an expert in your profession, and we are the experts when it comes to investments!
◾Fiduciary Standard
We are structured in a way that puts your interests ahead of our own interest. We are fee based and don't earn commissions for selling products.
◾Biblically Responsible Investing
We believe good values and good returns can go hand in hand. We manage investments in a way that aligns with Biblical principles.
◾Personal Service
Our clients are like family to us; so we treat them that way. You will always have direct access to your advisor and client service representative.
◾Independent
We are committed to serve one party: you! We aren't tied to some big brokerage or wirehouse. We are independent advisors free to serve you however we think is best.
Investment Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC.
Education
Michigan State University, BS, Merchandising Management
Hobbies and Interests
- Church
- Family
- Sports
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Christians
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Young Families
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