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Biography

Matt is a Partner in the Cleveland office and has over twenty years of experience working with families and business owners as a financial planner and investment advisor, helping clients grow, manage and preserve their wealth.

Prior to joining Cerity Partners, Matt worked at Spero-Smith Investment Advisers for nearly 20 years, most recently as Senior Vice President and Senior Wealth Advisor. He has extensive experience in collaborating with clients’ accountants and estate attorneys to develop comprehensive wealth management plans. In other roles at Spero-Smith, Matt has served as a portfolio manager and investment analyst.

 

Education

  • B.A. in Economics with honors from John Carroll University (Cum Laude)

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Estate Planner®
  • Certified Exit Planning Advisor
  • Member of the Financial Planning Association
  • Member of The Estate Planning Council of Cleveland and the Society for Financial Service Professionals
  • Member of the Entrepreneurs Association at John Carroll University

Latest Insights

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Matt Olver

Financial Planning

Sudden Wealth Planning

Partner Matt Olver shares practical tips for people who experience a sudden financial windfall.

Matt Olver

Individuals and Families

Reflection Leads to Better Investment Decisions

Matt Olver shares how investors can make better decisions by reflecting on their past actions and what drove those actions.

Matt Olver

Behavioral Finance

Don’t Eat the Marshmallow! Staying Disciplined During Turbulent Markets

A unique analogy from Matt Olver to help clients remain patient during turbulent markets.

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Your Introduction to a Trusted Financial Partner Awaits

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Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor. Call us at (212) 202-1810 or schedule a meeting below:

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Dustin Ribergaard

Lead Concierge

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Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

Is It Time to Panic? (Spoiler Alert: No, It Is Not)

Tariffs and policy uncertainty have spooked investors, but good outcomes for the markets and economy are more probable than you might think.

James Lebenthal

Partner & Chief Equity Strategist

Economic and Market Outlooks

April 2025 Economic & Market Outlook

Are we headed for a recession or might the economy continue to grow? In this video, Chief Equity Strategist Jim Lebenthal examines recent market volatility,…

Kim Curtis

Partner

Individuals and Families

From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game 

Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway…

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.