Matthew D. Sheraw

Financial Advisor (717) 975-8800

Matthew D. Sheraw Specializes In:

  • Comprehensive Financial Planning
  • Retirement Planning
  • High Net Worth Investors
  • Medical Professionals
  • First Responder/Military Members
  • State/Government Employees
  • Multi-Generational/Estate Planning
  • Social Security Planning
Location

Camp Hill, PA

Education

Bachelor of Science – Messiah College

Licenses

FINRA Series 7, 63, 65; Pennsylvania Life/Health & Variable Annuity License

Bio

Matt Sheraw is originally from the Pittsburgh area. He received his bachelor’s degree from Messiah College and is also an Eagle Scout.

Matt’s financial planning philosophy:
Our financial and day to day lives are deeply intertwined. We help clients plan for, and work through their financial events. A financial picture is not only investments but planning how those investments, pensions, inheritances, philanthropic giving, social security, life insurance and retirement plans all work together. The core of our relationship with a client lies in a comprehensive financial plan and strategies tailored to their specific goals.

Teaming with an advisor that is vested in the success of their clients carries significant value, whether you have simple planning needs, a complex picture or currently managing your own plan. Understanding behavioral finance and taking time to learn about a client’s entire financial life allows us to propel that client towards those goals. Our process allows a client to shift the mechanics of administering that financial plan and giving them a solid foundation to rely on.

As an avid outdoors man, Matt enjoys hiking, camping, and shooting clay birds. He also values the time he spends with close friends, his wife Meghan, their daughter Claire and Penny their Plott Hound. Matt enjoys volunteering on the board of directors for Case Management Unit, which provides services for individuals with intellectual disabilities and early intervention.

 

Check out the background of investment professionals on FINRA’s

Looking for a Better Client Experience

Schedule your Introductory Call Today

News & Events

4 Things To Consider If You’re Thinking Of Retiring Early

Sept 22, 2020 | Lena Rizkallah, JD, CRPC® Many people dream of retiring early.  My neighbo...
Read More

Cheat On Your Diet, Not Your Retirement Plan

Sept 14, 2020 | Lena Rizkallah, JD, CRPC® It seems that everyone is on some type of diet these ...
Read More

What’s in a number?

Sept 8, 2020 | Lena Rizkallah, JD, CRPC® At what age does middle age begin?  Nowadays, man...
Read More