wiseradvisor

Matthew Kane
Compass Ion Advisors, LLC

Tel: (610) 783-4263
300 Conshohocken State Rd #230
Conshohocken, PA 19428

Invest in What Matters.

Compass Ion Advisors, LLC | Financial Advisor in Conshohocken ,PA

About Compass Ion Advisors, LLC

Wealth Management Services that include Financial planning for individuals and families, Endowment and Foundation Consulting, Investment strategy and portfolio management, and Legacy planning.



Faqs

  • Do you have a customer satisfaction or refund policy? Customer satisfaction is handled on a case-by-case basis.
Matthew Kane

Matthew Kane

Matt joined the firm in 2006 and is one of the founding members of Compass Ion Advisors. In addition to working directly with the families we serve, Matt serves as the firms President, a role he began in 2010. He is responsible for leading our firm as it relates to protecting and growing the mission our team of partners have constructed together over the last several years. In the past, Matt held various sales and support positions with SEI and Merrill Lynch. Matt also served for ten years as an Area Director for Young Life. Young Life is a non-profit organization that cares for young people in hundreds of communities in the US and overseas. During his time there Matt developed the character and leadership ability which Compass Ion has come to value. Our firm and our clients are now the beneficiaries of his growing capacity to create and follow through on the often complex issues our clients regularly face. Matt has completed the NASDs Series 7, 65 and 63 licenses. He earned his undergraduate degree in Business Administration from Eastern University where he now serves on the board along with The Philadelphia Commons Institute. Matt and his wife Kim live in Villanova, Pennsylvania with their five very active sons.

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

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