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Matthew James McEvily

Plante Moran Financial Advisors

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About Matthew James McEvily

Matthew James McEvily is a financial advisor at Plante Moran Financial Advisors. Matthew McEvily is registered with the state of Ohio. Matthew McEvily has passed the Series 65 exam. Matthew McEvily is a Certified Financial Planner. Matthew McEvily provides financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Matthew McEvily is currently registered with Plante Moran Financial Advisors. Plante Moran Financial Advisors is a registered investment advisor with approximately $20.53 billion in regulatory assets under management. The firm provides financial planning, portfolio management for businesses and individuals. Plante Moran Financial Advisors has 132 investment advisory professionals and serves a variety of clients, including high-net-worth individuals, families, corporations, charitable organizations and other businesses.
Plante Moran Financial Advisors

3000 TOWN CENTER

SOUTHFIELD, MI 48075

$20.53B

Assets Under Management

5

Total Clients

111

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew McEvily’s Registration & Firm History

OH

05/30/2017 - Present

Plante Moran Financial Advisors (Columbus OH)

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Licenses & Designations

IA

Issued 05/30/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew James McEvily.
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