Unrivaled Wealth Management

Financial planner (show on map)

5.0

★★★★★

7 reviews

Financial planning and investment management solutions for business executives and key employees to create, grow, and preserve wealth.

Call (330) 540-1778

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About

Unrivaled Wealth Management is a fee-only, fiduciary financial advisory firm based in Ohio that serves qualified clients nationwide. The firm specializes in comprehensive wealth management, investment management, equity compensation planning, and personalized financial strategies for business executives and key employees.

Led by Matthew Garasic, CFP®, the team emphasizes transparent fee structures, fiduciary responsibility, and a client-centric approach to help clients achieve their financial goals while avoiding unnecessary complexity and high fees.

Fee-only, independent, fiduciary approach

No commissions, no hidden allegiances

Real financial planning, not just software calculations

Services

Equity Compensation Planning

Navigates taxes and exercise/sell decisions for various equity compensation types, including RSUs, ISOs, NSOs, and ESPPs.

Monetization plans considering tax consequences and AMT Valuation and risk analyses Section 83(b) elections guidance Liquidity needs assessment 10b5-1 trading rule implementation

Comprehensive Wealth Management

Holistic financial planning and investment management tailored to individual goals and circumstances.

Legacy & Estate Planning Risk Management & Insurance Planning Tactical Tax Planning Cash Flow & Lifestyle Planning Investment Management Philanthropic Planning

Investment Management

Tailored investment strategies reflecting unique goals, risk tolerance, and personality.

Allegiance to Asset Allocation Diversification across complementary investments Disciplined Rebalancing Tax Efficiency & Cost Control Behavioral Inefficiency Capitalization

Credentials & Certifications

Certified Financial Planner (CFP®)

NAPFA Registered Financial Advisor

XY Planning Network Member

Fee-Only Network Member

Reviews

Rating

★★★★★

Reviews

"Matt is knowledgeable, patient, and straight forward."

Frequently Asked Questions

What is your fee structure? +

Billing is done quarterly, in advance, and pro-rated for the number of days in the quarter.

Are you locked into a contract? +

You're free to terminate the relationship any time with no questions asked if you don't feel we're holding up our end of the deal.

Why should I hire you when I can do it myself? +

Research by Vanguard concluded that a financial advisor could add up to, or even exceed 3% in net returns for clients. Our prospective client process helps you evaluate whether we can deliver that value.

What if I don't have substantial assets to manage? +

UWM offers ongoing financial planning services to help clients in the early stages of the accumulation phase.