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Matt O’Keefe, CFP®

Matt O’Keefe, CFP®

Executive Vice President

I am a CERTIFIED FINANCIAL PLANNER™ professional with 13 years of experience as a financial advisor. As a Certified Financial Planner™ professional I maintain a fiduciary commitment to my clients. I work with families to build tax efficient wealth and develop retirement income plans for retirees.

In my free time I spend time with my wife, family, and friends. We enjoy traveling, boating, Navy football games, and taking care of dogs. Jess and I got married in 2016 in Tulum, Mexico and now live in Annapolis, MD.


  • Comprehensive Cash Flow Planning: If you are approaching or in retirement, planning for your children’s education, or have inherited assets from a loved one, we can develop a plan to reach a specific income or asset goal.
  • Asset Management: We create strategic models designed to meet multiple investment objectives through diversified asset allocation based on Modern Portfolio Theory. For more information, visit our Asset Management page. 

Contact me for a consultation on your financials goals at

You can also check the status of your goals with our Goal Calculator: