Broker Check
Matthew Schade

Matthew Schade

Founding Partner


Since becoming a Financial Advisor in 2001, Matt has held multiple leadership roles throughout his career, including Managing Director and Lead Advisor to his team. His core financial concepts create valuable strategies working with individuals and families by helping to build legacy plans. Matt’s goal is to structure each client’s plan to maximize efficiency and help make sure that funds are available when needed most.

Well respected in the business market, Matt and his team focus on strategies that bring long lasting stability to small business owners. He excels in finding solutions to the growing problem that executives and their businesses face due to government limitations on the current retirement plan models.

Matt enjoys working with with his client's strategic partners (CPA, P&C, Estate Lawyers, etc) because of their commitment to a holistic and balanced approach to client needs. This allows him to focus on being a financial professional knowing that as a group, they should have solutions for any situation.


Originally from Ohio, Matt has made NC his home for the last 20+ years. He currently lives in Apex with his wife Jill and their two boys, Timothy and Benjamin. An avid Ohio State fan, Matt enjoys fishing, golf and watching movies during his leisure time.


Matt is a registered representative of MML Investors Services, LLC and holds FINRA Series 7, 6, 63, 65 & 26 licenses. Matt is Life & Health licensed in NC, TX, MA, FL, IA, MD, SC, VA, MA, AK, AZ, CA, KY, MI, MN, MT, NY, OR and securities registered in NC, FL, MA, OH, GA, MD, SC, KY, AZ, CA, CO, CT, IA, MI, MN, MT, NY, TX, and VA.

Matthew Schade, domiciled in North Carolina, California Insurance License #4077007.