Matthew Divis, EA, MT, CFP^®

Matthew’s devotion to detail and generally inquisitive mind help him not only stay on top of clients’ needs, but also understand their unique situations so he can ask the often unasked questions. Helping client think through the known as well as the unknown is Matthew’s way of putting clients and their best interests first.

Matthew has spent his entire career focused on the high-net-worth world. Prior to beginning his public accounting career in 2018, he spent nearly 10 years at a multi-family office, where he split his time between financial advising, planning and tax compliance. In his current role, Matthew specializes in tax returns, compliance, estimates and planning as part of the High Net Worth Group. He also serves as an internal resource for the firm’s tax software.

• Involved in training and staff development for the firm’s Tax Practice 

Mathew lives in Cleveland, Ohio. In his free time, he pursues his creative passions in the theatrical realm as a SAG actor and stuntman who also enjoys writing and directing. Matthew also loves traveling, splitting his time between family time and adventuring. Most recently, his explorations have taken him backpacking and hiking through a portion of the Appalachian trail. 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.