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Virtual
In-Person
Specialties
With almost three decades of industry experience, Matthew focuses his practice on helping clients achieve their financial independence.
As President of the firm, he established Forestview Financial Partners to provide investors with a truly personal planning experience. He is skilled in an array of financial disciplines, from retirement and estate planning to business exit strategies, and specializes in portfolio management. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and Chartered Financial Consultant® (ChFC®) designee, Matthew works holistically across a wide variety of subject areas when analyzing his clients' financial situation and providing recommendations. He draws on his years of institutional experience to help individuals and families take command of their financial lives. Matthew is a member of the Financial Planning Association, having served the Central Ohio chapter as a board member from 2006-2012 and as its President in 2008. He is also a member of the Worthington Estate Planning Council. Actively involved in his community, he currently serves on the Advisory Board of The Salvation Army of Central Ohio as well as on the Member Advisory Council of DelCo Water. He has previously served as a Central Ohio regional board member for the Make-A-Wish Foundation, as well as a board member of Step By Step Academy. Outside of the office, Matthew enjoys spending time with his wife and two children. He has several hobbies, such as boating, flying his plane as a private pilot and shooting sporting-clays.
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Always free for clients.
No Designations
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Forestview Financial Partners, LLC (FFP) is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where FFP and its representatives are properly registered or exempt from registration. No advice may be rendered by FFP unless a client service agreement is in place. Insurance products are offered through The Benefits Design Group, LLC (TBDG) and individually licensed and appointed insurance agents. FFP and TBDG are under common control and ownership of Matthew J. Stewart.