Our Team
Matthew "Mattâ" Zion serves as a financial advisor in our Columbia, South Carolina, office, where he focuses on helping small business owners build and protect their financial futures. As a CERTIFIED FINANCIAL PLANNER® professional, Matt guides individuals and families through comprehensive financial planning that includes wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
He entered the financial services field in 2019 and previously worked as a financial advisor for Paragon Financial Advisors before the firm joined Savant in 2023. He holds a bachelor's degree in chemistry and a bachelor's degree in geology from the University of Colorado Boulder.
Matt has a passion for the outdoors and has completed the Triple Crown of Hiking by traversing the full Appalachian Trail, the Pacific Crest Trail, and the Continental Divide Trail. When he isn't navigating long-distance trails, he enjoys life with his wife, their sons, and their energetic German shorthaired pointer.
1986
Schwab, TD Ameritrade, Fidelity
Non-Profit Organizations, Individual Investors, Businesses
Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services, Financial Advice & Consulting
Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI)
Yes
Email, Phone, Our Office, Our Offices, Video Conference
Fee-Only
Based on Assets
10,000+
$19.4 Billion
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
https://savantwealth.com/disclosure-brochures/
Additional Detailed Disclosures
