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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.

 

Learn more about my practice.

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

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Matt Olver

Partner

Individuals and Families

Sudden Wealth Planning

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

Matt Olver

Partner

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.

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, 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.