Matthew Fox, CMT, MBA
Independent, fiduciary planning for professionals & families building wealth
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Serving Clients Nationwide
Independent, fiduciary planning for professionals & families building wealth
Areas of Focus
- Cash Flow
- Education Funding
- Estate Planning
- Financial Planning
- Inherited Wealth
- Investment Management
- Legacy Planning
- Retirement Planning
- Tax-Efficient Planning
About Matthew Fox, CMT, MBA
Hi, I'm Matthew Fox. I'm Founder & Lead Planner of Ithaca Wealth Management.I started Ithaca Wealth to help people grow their wealth and understand every step along the way. I think you deserve straight answers, fair fees, and an advisor who picks up the phone.
I spent years inside an industry that too often hides behind jargon, opaque products, and fees nobody can explain. I wanted to build the opposite: a practice where the strategy is clear, the costs are flat and disclosed, and you always know exactly what you own and why.
I hold the CMT® and an MBA, and I teach portfolio management at Ithaca College. But the work I'm proudest of is quieter — helping a family make sense of an inheritance, getting a Cornell professor to retire with confidence, talking a young couple off the ledge during a noisy market.
We're small on purpose. It's how we stay close to the people we serve.
Prior to finance, I worked as a chef in restaurants spanning from a fine-dining establishment on the shores of Gardiners Bay to a Tex-Mex taco shop in Collegetown. Outside of work, you'll find me cooking with my wife, Mia, paddle boarding up and down the east coast of Lake George, or hiking throughout the Finger Lakes.
Professional Designations
- Chartered Market Technician (CMT)
- Master of Business Administration (MBA)
Primary Location
415 N. Tioga St, Suite 202, Ithaca, NY 14850
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Ithaca Wealth Management
Ithaca Wealth is an independent, fiduciary, fee-only practice in the Finger Lakes — built on the idea that you should always understand your own money.What Makes Us Different
✔️ Fiduciary, always
We're legally bound to act in your interest — not some of the time, all of the time. No exceptions, no asterisks.
✔️ Fee-only, never commissions
One flat fee covers planning and investing. We never sell proprietary products or earn a commission on anything.
✔️ You know what you own
No black boxes. A portfolio of world-class companies you can actually understand, line by line.
✔️ Loyalty rewarded
Most advisors charge the same forever. Ours drops to 0.80% at your 2-year anniversary and 0.75% at your 5-year.
Who We Serve
We serve individuals, families, and business executives in Ithaca and the Finger Lakes region, including professionals, Cornell faculty, and retirees.
Transparent Pricing
We have one flat, all-in annual fee that covers both investment management and financial planning, starting at 0.85% of assets and automatically stepping down as clients reach account milestones. We offer $0 account minimums, don't charge commissions, and are never bound to proprietary products.
Education
Ithaca College, Master of Business Administration (MBA), Finance and Management | Ithaca College, Bachelor of Science, Business Administration
Hobbies and Interests
- Cooking
- Family
- Hiking
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Educators
- Entrepreneurs
- Families
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
- Young Families
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