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Matt Siegel

Sr. Wealth Advisor

Matt Siegel headshot


Matt wants to guide as many people as possible to Economic Freedom by translating their financial goals into actionable plans. Using everyday language, he works with clients to help them understand how choices and external factors today may affect their goals in the future. Matt has worked in financial services since 2001, with stints at Russell Investments and JP Morgan. In 2009, he founded a financial advisory firm and has provided comprehensive planning to hundreds of clients. Matt has a master’s degree in international economics from Johns Hopkins University and a bachelor’s degree from Oberlin College. He’s a Retirement Income Certified Professional® and holds licenses for FINRA, Series 63, Series 66 and for life and disability insurance in Washington state. Matt enjoys cooking for friends and family and hiking mountain trails.


10655 Northeast Fourth Street
Suite 810
Bellevue, Washington 98004

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