Find direction
be confident in your financial Decisions
Don't let the fear of a wrong financial choice lead you astray, we can help.
What you deserve, is to feel financially sound.
"I'm afraid I will outlive my money."
"I don't know where to start."
"I just lost my spouse."
The forest of financial uncertainty can be a scary place.
You're not alone and we can help you find your way.
Confidence in a direction.
Context for your decisions.
Clarity for your plan.
With years of experience helping individuals and business owners get started, I provide insight and advice to help clients avoid potential pitfalls.
Visual Financial Planning
How will my
plan work?
Financial
Plan
What are
my expectations?
How will I know
I'm on course?
What risks
am I taking?
Our process empowers you by showing you a plan in a visual way that is better than endless spreadsheets.
Begin Your Journey
1
We want to know you and your challenges. Where are you at now? What questions do you have? What is it you want to accomplish? How do you think I can help? Click "Book a Meeting" below to schedule an initial meeting.
2
Create Your Map
You will see how your unique financial plan functions. We will work together to identify your goals and "to-do list" items. You are not in this alone. We are working together.
3
Follow Your Path
You will know what to expect in our relationship. When are we meeting? We will periodically review how your plan works and any changes that need to be made. What new items have appeared on your to-do list?
Get a FREE risk assessment
What is your risk?
TOGETHER WE CAN TAKE THE GUESSWORK OUT OF YOUR FINANCIAL FUTURE.
Complete a simple 5 minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
Matthew Sheraw
Financial Advisor
I am originally from the Pittsburgh area. I received my Bachelor's degree from Messiah College and I am also an Eagle Scout. I enjoy the outdoors, and love spending time with my wife Meghan, daughter Claire, and our Plott Hound Penny.
As a fiduciary, I enjoy being the reason my clients understand the track they are following for their financial goals. I give context to their financial and personal lives and that is incredibly important to me. Understanding the "why" behind what you are doing is a key part of the financial plan.
Your plan is the center of your financial life. Hope is not a plan.
2009 Market St.
Camp Hill PA, 17011
717-975-8800
Disclosure
Investment Advisory Services offered through Independent Adviser Representatives of Cambridge Investment Research Advisors, a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Pennsylvania, Florida, Minnesota, North Carolina, West Virginia. Cambridge and Conte Wealth Advisors are not affiliated.
FINRA:
| SIPC: