Matthew Meyer, RFC®

Matthew J. Meyer oversees the Wealth Management division of Columbia Financial, where he brings a notable blend of financial expertise, entrepreneurial insight, and real-world business experience to his clients.  He earned his Bachelor of Business Administration from the University of Dayton, majoring in Finance & Entrepreneurship.

During his time at UD, Matt’s most formative experience was his involvement with the Davis Center for Portfolio Management.  It was there that he discovered his passion for capital markets and developed a strong understanding of how global economic cycles influence investment strategies.

Joining Columbia in 2010, Matt has spent the past 15 years managing client portfolios through ever-changing market cycles.  His experience has not only deepened his understanding and passion for our global markets today, but his commitment to lifelong learning has refined his skills to confidently and successfully navigate the markets of tomorrow.  Matt says he has learned many things over the years, but most important is that managing money is more about creating an investment plan that puts the market to work for each individual client, rather than trying to make the client fit the market.

Born into a family of entrepreneurs, Matt has a deep appreciation for the challenges, vision, and resilience required to operate a family-owned business. He leverages this personal perspective — alongside his financial acumen — to help individual and business-owner clients succeed in an evolving economic environment.

Matt is also an Eagle Scout, a distinction that reflects his dedication, leadership, and commitment to service. Outside the office, he and his wife, Kena, are currently restoring their second historic home in Dayton’s Oregon District, a shared passion that reflects their love for architecture and history.  To unwind, Matt enjoys spending time in the great outdoors—whether it's kayaking local waterways or backpacking through rugged terrain in pursuit of the highest peaks. His most notable summit to date is Kings Peak in Utah, which stands at 13,528 feet!

Securities Licenses:  Matthew Meyer holds the Series 6, 7 and 63 with LPL Financial. He also holds a Series 65 with LPL Financial and Stratos Wealth Partners, Ltd.