Matthew DeMartino
Before embarking on his client-focused career, he earned a Bachelor's degree in Economics from Bucknell University, where he also showcased his athletic talents as a football kicker and his musical abilities as an upright bass player in the orchestra. After graduating, Matt returned to the DC area and launched his financial planning practice with Prudential. Over the years, he gained valuable experience working alongside other seasoned advisors. When not assisting clients, Matt enjoys spending time with his family in Herndon, Virginia. As a lifelong resident of the area, he is a passionate Washington D.C. sports fan and finds relaxation in golfing and traveling with his loved ones.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
AL, AZ, CA, CT, DC, FL, GA, IL, LA, ME, MD, MI, MO, NV, NH, NJ, NY, NC, OH, OK, PA, SC, TX, WV, VA
17
Matt is passionate about providing his clients with the tools and education they need to navigate life's financial challenges. Matthew has been with Prudential since 2009 and recognizes that the more knowledge his clients have, the more empowered and confident they feel about achieving their goals. Matt holds several professional designations, including Chartered Financial Consultant (ChFC®), Certified Life Underwriter (CLU®), and CERTIFIED FINANCIAL PLANNER (CFP®). Matthew is committed to providing comprehensive financial advice and education. He enjoys engaging with clients and building lifelong relationships, and provides worksite financial wellness education to employers across the US.
Businesses, Individual Investors
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Insurance, Annuities, Stocks
Yes
Phone, Video Conference, Email, Our Offices
Based on Assets, Commissions, Flat Fee
300
$250,000,000
WiserAdvisor provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
When: 07/10/2025 | By:
Location:
Details: As wealth planning grows more complex, financial security professionals are taking on expanded roles in clients financial lives and are increasingly being called on to deliver far more than basic pro...
