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
Businesses, Individual Investors, Non-Profit Organizations
Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Legal Advice and Services
Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Yes
Our Office, Video Conference, Phone, Email, Our Offices
Fee-Only
Based on Assets
10,000+
$19.4 Billion
https://reports.adviserinfo.sec.gov/reports/ADV/107271/PDF/107271.pdf
https://savantwealth.com/disclosure-brochures/
Additional Detailed Disclosures
