Matthew
Gavel
Domani Wealth, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Matthew Gavel is a chartered financial analyst working out of Lancaster, Pennsylvania with a total of 8 years of relevant experience. Gavel works at Domani Wealth, LLC. During their career, Gavel has held roles at Berman Mcaleer, Inc, Nfp Securities, Inc, Pbwm Holdings, Parentebeard Wealth Management LLC and Domani Wealth, LLC (Formerly Pbwm Holdings). Gavel maintains a Series 65 license, designating them as an investment advisor representative, and can operate in Pennsylvania. Domani Wealth, LLC is a registered investment business headquartered in Lancaster, PA. It has offices in five locations and a total of 23 people on staff. It controls $1 billion in assets under management across its 3,114 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 15 charities and foundations. Of its 3,114 customer accounts, 39% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Domani Wealth, LLC has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. Fees charged by Domani Wealth, LLC most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Domani Wealth, LLC Brokerage Details
$1,329,486,524
23
3,114
$426,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Matthew Gavel Work History
Matthew has been registered as a financial advisor for 8 years.*
Domani Wealth, LLC (Formerly Pbwm Holdings)
Pbwm Holdings
Parentebeard Wealth Management LLC
Berman Mcaleer, Inc
Nfp Securities, Inc
*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 Gavel 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 Domani Wealth, LLC
Lancaster, PA
Morristown, NJ
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
