Matthew
Matheney
Park Avenue Investment Advisory, LLC
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About this Advisor
Matthew Matheney is a financial advisor based in Beachwood, Ohio, working with Park Avenue Investment Advisory, LLC. Matthew has previously held positions at Buckingham Doolittle & Burroughs, Porter Wright Morris & Arthur, Independence Wealth Advisors, LLC, The Law Office Of Matthew Matheney LLC, Guardian Life Insurance Company, and Park Avenue Investment Advisory LLC. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Matthew is part of Park Avenue Investment Advisory, LLC, which operates out of Beachwood, Ohio. The firm has 8 offices and 70 employees. The firm manages assets totaling $75.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Park Avenue Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Investment Advisory, LLC Brokerage Details
$75,377,994
70
288
$261,729
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Matthew Matheney Work History
The Law Office Of Matthew Matheney LLC
Guardian Life Insurance Company
Park Avenue Investment Advisory LLC
Independence Wealth Advisors, LLC
Porter Wright Morris & Arthur
Buckingham Doolittle & Burroughs
Disclosures
Please visit the SEC profile of Matthew Matheney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Park Avenue Investment Advisory, LLC
Pittsburgh, PA
Saint Louis, MO
Beachwood, OH
Monroe, NY
Pittsburgh, PA
Spring, TX
Portland, OR
Brooklyn, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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