Matthew DeFelice, CFP^®

In addition to providing comprehensive financial planning services to individuals and business owners, Matthew has spent nearly a decade focusing on servicing the needs of physicians. Like most business owners, physicians have a unique set of requirements when it comes to wealth management. From managing their investments to disability protection, Matthew has been successful in identifying solutions specific to doctors and their families. Matthew has served as an advisor for the Trusted Source NetworkSM, a network of professionals who have been diligently vetted and approved by the American Medical Association Insurance Agency. This elite network was developed to provide physicians with concierge service and financial advice from deeply experienced and highly respected professionals. Additionally, Matthew is currently an approved member of the Physicians Benefit Network (PBN), where he has earned privileged access to a number of exclusive marketing agreements with national associations for specialty-specific disability insurance. The PBN is a nationwide group of top physician advisors who serve over 10,000 physician clients, assisting them with evaluating specialty-specific disability insurance, life insurance, asset protection, investment solutions, and financial planning services. He is also a member of the New Jersey Chapter of the Financial Planning Association.

Comprehensive Financial Planning, Attending College, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care