Matthew
Mcevily

Plante Moran Financial Advisors

CRD#6791858
Investment Advisor
in Columbus, OH

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About this Advisor

Matthew Mcevily is a certified financial planner working in Columbus, Ohio with a total of 6 years of industry experience. Mcevily works at Plante Moran Financial Advisors. The advisor has gained experience at Plante Moran Financial Advisors, Dhd Ventures, University Of Dayton Campus Rec, Genesee Regional Bank, Cobblestone Creek Country Club and University Of Dayton. Mcevily maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in Ohio. Plante Moran Financial Advisors is a financial advisory firm based in Southfield, MI. It has offices in 12 locations and a total of 139 advisors. It administers $17 billion in assets under management across its 16,199 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises four charities and foundations. Of its 16,199 client accounts, 87% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually are based on the services offered. However, fees charged by Plante Moran Financial Advisors most likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

250 S High St Suite 100
Columbus, OH 43215

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

OH Average: $943,424,332
Total Number of Employees

139

OH Average: 21
Total Number of Accounts

16,199

OH Average: 1,586
Average Account Size

$1,033,552

OH Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Matthew Mcevily Work History

Matthew has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Plante Moran Financial Advisors

2016 - 2016 (< 1 year)

Dhd Ventures

2015 - 2015 (< 1 year)

Genesee Regional Bank

2014 - 2014 (< 1 year)

Genesee Regional Bank

2013 - 2013 (< 1 year)

Cobblestone Creek Country Club

2012 - 2016 (4 years)

University Of Dayton Campus Rec

2012 - 2016 (4 years)

University Of Dayton

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Mcevily 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 Plante Moran Financial Advisors

Logan Olsen
Monroe, WA
Cartier Zori
West Bloomfield, MI
Steven Gibson
Chicago, IL
Justin Halvorson
Detroit, MI
Jacob Petrick
Portage, MI
William Lazar
Traverse City, MI
James Comer
Columbus, OH
Adam Brenders
Auburn Hills, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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