As a Wealth Planning Advisor, Matt works closely with successful families, business owners, and those approaching or living in retirement to bring clarity and structure to their finances. He specializes in helping people organize their full financial picture so they can make confident, well-informed decisions about what matters most - today and for generations to come.
Matt’s mission is to serve as a steady and trusted presence through life’s most important financial milestones. Whether you’re approaching retirement, selling a business, or planning for the next generation, he offers personalized guidance with a focus on thoughtful listening, clear communication, and genuine care.
Matt originally entered the financial services industry out of a desire to ease financial stress. Today, he is known for simplifying complex financial concepts and offering honest, practical advice that reflects your values and goals. He is grateful for the trust placed in him and considers it a privilege to walk alongside you through meaningful moments and major decisions.
What sets Matt apart is his attentive, high-touch approach and ability to see the big picture. His planning process begins with detailed discovery and data gathering, so no stone is left unturned. From there, he builds and implements a personalized financial strategy that covers all areas of planning, including investment management, retirement income, estate planning, and tax coordination. His philosophy is that great planning should be proactive, personalized, and flexible as life evolves.
Matt earned a degree in Economics with a minor in Spanish from the University of Virginia. He holds the CERTIFIED FINANCIAL PLANNER™ designation (CFP®), one of the most respected credentials in the financial planning industry. This designation reflects Matt’s commitment to providing comprehensive, fiduciary-based planning and serving with the highest level of professionalism and care. It reinforces his ability to address a wide range of financial topics, from retirement income strategies and investment planning to tax coordination, estate planning, and risk management. He is also an active member of the Financial Services Institute (FSI).
A lifelong Arlingtonian, Matt is a devoted fan of Washington sports teams, especially the Commanders, as well as Liverpool FC. He and his wife, Mary, have three sons - Kyle, Luke, and Clark - and two rescue dogs who keep life fun and lively. Outside the office, Matt enjoys golfing, exploring the outdoors, traveling, and sharing great meals with family and friends.
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Matt Quattlebaum CA Insurance #4203254