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Serving Clients Nationwide
We help you enjoy the journey as much as the destination.
Areas of Focus
- Education Funding
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
Hi, I'm Matthew Fox. I founded Ithaca Wealth Management because I wanted to have a sizable impact on the lives of others by helping them harness the power of compound interest to generate significant wealth over time.I started working in the investment industry as an Investment Research Analyst and Equity Portfolio Manager at Tompkins Financial Advisors in Ithaca, NY. There, I was responsible for the management of two U.S. large cap stock portfolios that had more than $200 million in client assets.
I was the Lead Equity Analyst and a voting member of the TFA Investment Committee, which is responsible for the management of more than $4 billion in assets. Upon my departure in 2019 to start Ithaca Wealth Management, I was the longest-serving member of the investment committee.
The investment portfolios Ithaca Wealth manages are driven by bottoms-up fundamental analysis, concentrated in growth oriented companies that are benefiting from long term secular trends and have strong economic moats.
I earned a B.S. in Business Administration and an M.B.A. concentrated in Finance and Management from Ithaca College School of Business. In 2017, I became a Chartered Market Technician (CMT), which signifies deep knowledge of portfolio risk management and security analysis.
When I'm not looking at stock charts or listening to company earnings calls, I enjoy rock climbing, hiking across the Fingerlakes and Adirondack regions, and cooking with my wife, Mia. I previously spent five years cooking in a number of fine dining restaurants in the NYC region, so I often like to whip up a recipe I picked up from my restaurant experience and treat my family and friends to some tasty food.
If you want to chat about any of the above, or just want to connect and say hey, feel free to e-mail me at mfox@ithacawealth.com or give me a call at (607) 882-1434.
Professional Designations
- Chartered Market Technician (CMT)
- Master of Business Administration (MBA)
Affiliations
- The AGC
Primary Location
Ithaca, New York
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. Whether you're looking for a second opinion on your finances, or you have questions about how to get started investing, we're here to help. We'll answer all of your questions and we won't charge you an hourly rate just for talking with us. You'll get a straight answer from us on your personal situation, no strings attached. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
We help individuals and business executives compound their wealth by offering prudent investment advice and portfolio management services.We help our clients identify their financial goals and develop a customized financial plan tailored to their needs. We constantly monitor and update their plan as life events dictate, and coach our clients to take advantage of different investment opportunities that may enhance their wealth.
We are a digital first Registered Investment Advisor (RIA) that offers an entirely virtual client experience during the coronavirus lockdowns. From a quick and painless online account opening process, to a videochat or telephone call, we are here to serve you during these uncertain times.
We are fiduciaries and are required by law to act in your best interest. As an independent firm, we are not bound to any proprietary products and we don't earn any sales commissions on investment products. 100% conflict-free financial advice, from Ithaca Wealth Management.
Our digital investment platform also supports fractional share trading, which means you can open up an account with as little as $100 to test out our services and see if we're a good fit for your financial needs.
Education
Ithaca College, Master of Business Administration (MBA), Finance, Management | Ithaca College, Bachelor of Science (B.S.), Business Administration, Management and Finance
Badges
Hobbies and Interests
- Cooking
- Family
- Hiking
- Rock Climbing
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
- Young Families
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