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Association Member

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Todd Matia

Harvey Investment Management

Fiduciary Wealth Advisor http://www.HarveyInvest.com
Colorado Springs, CO 80903

Category

Wealth Fiduciary

Member Since

08-02-2023

Member Discount

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About Me

Todd prides himself in keeping client interests first and takes his designation as a Certified Financial Fiduciary seriously. He enjoys using his educational and entrepreneurial background to expand his clients’ financial knowledge to help them make sound financial decisions. Having created, co-owned, and grown six successful businesses, Todd has a distinct perspective on the life and needs of an entrepreneur. He understands and appreciates the complexity inherent in the entrepreneur lifestyle and strives to simplify the financial aspect of his client’s lives. He creates impactful relationships and helps others solve their financial challenges by making complicated concepts understandable. At Harvey Investment Management, Todd enjoys working as a personal wealth consultant with a select group of successful business owners and high-net-worth families. He works as a fiduciary in a virtual family office model and partners with law and tax professionals to help his clients navigate the complexities of investment consulting. These complexities include portfolio management, wealth enhancement, wealth transfer, wealth protection, major liquidity events, and charitable giving. To put it simply, he helps clients: • Make intelligent decisions with their money. • Avoid financial waste. • Protect and grow what they have earned. • Provide strategies to prevent them from outliving their money. • Make a lasting impact. • Give more to their heirs than the U.S. Government. Todd enjoys golfing, pickleball, bouldering, traveling and trying new foods with friends and family. In addition, he strongly supports his community by serving on the Peak Education Board, developing local mental health initiatives, and being an active member of the local church community. Securities are offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is an SEC Registered Investment Advisor

About My Company

While most of our team spent a considerable amount of their careers building successful practices for large financial institutions, in 2017, we decided that there was a different way to do things. We formed Harvey Investment Management, Inc. to deliver a higher level of client service and advocacy. We embrace financial transparency, are a fee-only advisory practice, and serve as our clients’ fiduciaries. Our advisors manage over $500 million in assets and work with Hightower Securities as our broker/dealer and Charles Schwab and Fidelity as third-party custodians to help protect our clients. We enjoy helping our clients with their wealth management needs, whether they have been investing for many years or have complex, evolving financial lives. Our team is honored to become a part of our clients’ lives, and we respect and understand that everyone has different financial needs and goals. We follow the fiduciary standard and are legally responsible for putting our client’s interests above our own when providing financial advice. Accordingly, we disclose material conflicts of interest and are transparent about our fees. We help our clients address their comprehensive wealth management needs through tailored plans that lead to action. We actively monitor the markets and adjust regularly based on economic cycles and life events. We leverage our experience to help build our client’s legacy. Securities are offered through HighTower Securities, LLC. Member FINRA/SIPC, HighTower Advisors, LLC is an SEC Registered Investment Advisor.