Matthew Garasic, CFP®

I Help Business Founders and Executives with Equity Compensation Grow Wealth

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Unrivaled Wealth Management Matthew Garasic, CFP®
Pittsburgh, PA

Serving Clients Nationwide

I Help Business Founders and Executives with Equity Compensation Grow Wealth

Areas of Focus

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

About Me

Hi, I'm Matt Garasic, founder of Unrivaled Wealth Management.

My first return on investment came in elementary school after selling a pig at the county fair. I guess you could say entrepreneurship was in my blood. Fast forward ten years, and I graduated from The Ohio State University with a Bachelor's of Science in Consumer & Family Financial Services.

My entire career has revolved around financial planning. Sometimes I wonder how I got so lucky to do what I love from the very beginning.

I found my niche in equity compensation and business liquidity planning when I moved to Miami, FL to build and manage the financial planning department for a multi-billion-dollar RIA. I had the chance to work closely with ultra-high net worth business owners and corporate executives and saw how big of a need there is to capitalize on these once-in-a-lifetime opportunities.

My passion is providing real financial planning to help people achieve what's truly important to them. In the process, I want to help break the stigma that expensive investment products, hundred-page binders, and mahogany desks are what represent the industry. I want to be thought of as someone who really helps change client's lives through financial advice.

Outside of work, I enjoy training and competing in Brazilian Jiu-Jitsu, spending time with my friends and fiancée, and spoiling the company's Chief Happiness Officer, Frankie the Rottweiler.

Professional Designations



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

Primary Location

Pittsburgh, Pennsylvania

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 an initial Discovery Meeting to discuss your values and what's truly most important to you. I look forward to speaking with you!

Offers Investment Management


About our Firm

We help business founders and executives with equity compensation create, grow, and preserve wealth.

After a day full of board meetings and late-night strategy sessions, the last thing you should be thinking about is whether your money is working as hard as you are. Your career is stressful, time intensive, and never stops.

Let us handle tax optimization, wealth preservation, and stock option exercise decisions so you can enjoy more time with your family, focus on leading your company, and live the life you truly want to live.

Whether you have:

Restricted Stock Units (RSUs)
Incentive Stock Options (ISOs)
Non-qualified Stock Options (NSOs)
An Employee Stock Purchase Plan (ESPP)

Or any other type of employer stock... We have you covered.

We've developed and implemented plans to monetize millions of dollars in publicly traded employer stock, private company stock, and qualified small business stock. Your monetization plan considers normal and Alternative Minimum Tax (AMT) consequences, Section 83(b) elections, liquidity needs, 10b5-1 trading rules, and more.

But that's just the start...

Say hello to your Comprehensive Wealth Management Strategy:

✅ Investment management: Timeless investing strategies tailored to you

✅ Cash flow & lifestyle planning: Do more of what you love today and tomorrow

✅ Tactical tax planning: Reduce your taxes today and in retirement

✅ Legacy & estate planning: Maximize the amount of wealth your heirs receive

✅ Risk management & insurance planning: Protect your family, wealth, and peace of mind

✅ Philanthropic planning: Save money supporting the causes you care about


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

  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Gen X
  • Gen Y / Millennials
  • Technology Professionals
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.