With over 30 years of experience and as the leader of The Matthews Group, Mike provides comprehensive wealth management for individuals, business owners, entrepreneurs, multi-generational families, and retirees. His experience in managing client assets through the decades and numerous market cycles, informs his advice and provides meaningful perspective. He takes an active, detailed, and highly customized approach to the implementation and regular oversight of client portfolios and financial plans. Careful thought is given to clients' risk parameters, personal timelines, lifestyle needs, and long-term goals. He leverages the resources of our global firm to help clients thrive financially, so that they can in-turn, make their unique mark on the world.
Mike has designed The Matthews Group to encompass service beyond investment management, including holistic planning, estate and tax planning, guidance for family advisory and philanthropy, excellent lending and risk management options, private banking, and concierge services.
Mike has been the recipient of several recognitions including:
- Forbes | Best-In-State Wealth Advisors, 2018, 2019, 2020 (Ranked #1)
- Forbes | America's Top 100 Wealth Advisors, 2016 to 2020
- Barron’s | Top 1200 Advisors, 2009 to 2019
- Financial Times | Top 400 Financial Advisors, 2016 to 2020
- UBS Pinnacle Council | Top 3% of Advisors at the firm
He holds the following industry credentials:
- Securities licenses: Series 3, 7, 8, 64, and 65
- Insurance licenses: Life, Disability, and Long-term Care
Mike earned an undergraduate degree in Accounting from The Ohio State University and subsequently worked in the tax department of Deloitte & Touche, a Big Six accounting firm. He has spent the last three decades at UBS and its predecessor firms; providing clients access to the deep resources of the firm and to holistic wealth management. He is a Senior Portfolio Manager within the UBS Portfolio Management Program and has the great privilege of managing more than $1 billion in client assets.
In his free time, Mike enjoys golf, water skiing, exercise, and spending time with family and friends in the community.
Registered States:
AK, AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY