Matthew Klatsky brings a distinct blend of experience and passion to his role as a Partner – Managing Director, where he works closely with clients to help secure their financial futures. Born and raised in Rumson, New Jersey, Matthew was immersed in the world of finance from an early age, with his father being an estate attorney. He credits many of his financial insights to those early discussions at the kitchen table, which ultimately shaped his career path.
A graduate of the Robert H. Smith School of Business at the University of Maryland, Matthew earned his Bachelor of Science in Finance. He began his professional journey as a trader on the floor of the exchange in New York, spending nine years in a fast-paced environment before shifting his focus to personal finance. Becoming a CERTIFIED FINANCIAL PLANNER™ professional was a turning point, allowing him to combine his analytical experience with a passion for helping individuals and families achieve their financial goals.
What sets Matthew apart is his hands-on, personable approach. “For me, there is nothing more rewarding than sitting down with a family and helping them uncover untapped efficiencies in their financial lives. I want to be more than just an advisor—I want to be part of my clients’ families,” he says. He believes this commitment to forging deep, trusting relationships has earned him multiple accolades, including being named a Forbes Best-In-State Wealth Advisor for 2024*, Forbes Best-In-State Wealth Management Team Member for 2024 and 2026**, Five Star Wealth Manager for 2024*** recognition from AdvisorHub as an Advisor to Watch for 2024****.
Outside of work, Matthew loves spending quality time with his wife Lindsay, and their two children, Jordan and Madison. When not with clients or family, you can often find Matthew playing golf, enjoying a game of pickleball, or exploring new travel destinations. A firm believer in giving back, Matthew and Lindsay are active in philanthropic endeavors, focusing on both time and financial contributions to causes close to their hearts.
Reflecting on his career transition from trading to financial planning, Matthew notes, “Helping families on an ongoing basis is very rewarding. My background gives me a distinct perspective, and I strive to provide the advice my clients deserve, knowing that their future is planned for.” Looking ahead, he envisions a future where he is fully immersed in client relationships, delegating administrative tasks so he can focus solely on the aspects of the job he loves most.
Professional Recognitions:
- Forbes Best-in-State Wealth Advisor 2021-2024
- AdvisorHub Advisors to Watch 2024
- Five Star Wealth Manager 2016-2024
- Forbes Best-In-State Wealth Management Team Member 2024 and 2026
When asked what his clients should know about him, Matthew sums it up simply: “I want to be there for you—just like family.”
AR Insurance License #12455245, CA Insurance License #2071635
* The Forbes Best-in-State Wealth Advisors rating was presented in April 2024 using data gathered from June 2022 to June 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
***The Five Star Wealth Manager award was issued by Five Star Professional (FSP). Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future.
This award was issued on 1/1/24 by Five Star Professional (FSP) for the time period 4/10/23 through 10/31/23. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,149 Baltimore-area wealth managers were considered for the award; 257 (12% of candidates) were named 2024 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2023: 2126, 256, 12%, 1/1/23, 4/18/22 – 10/21/22; 2022: 2078, 260, 13%, 1/1/22, 5/10/21 – 11/12/21; 2021: 2029, 237, 12%, 1/1/21, 4/27/20 – 10/30/20; 2020: 1898, 234, 12%, 1/1/20, 4/1/19 – 11/13/19; 2019: 1865, 265, 14%, 1/1/19, 4/19/18 – 11/7/18; 2018: 1759, 232, 13%, 1/1/18, 4/21/17 – 11/6/17; 2017: 1093, 355, 32%, 12/1/16, 3/26/16 – 11/11/16; 2016: 1215, 356, 29%, 12/1/15, 6/16/15 – 11/9/15.
****The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 250 Advisors under $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch.
