A refreshingly different approach to wealth management.
Our Core Values
Independent
You can feel confident the recommendations we make are based on your best interest, without pressure to promote proprietary products or strategies
Comprehensive
Our comprehensive approach helps you achieve your financial goals more effectively and efficiently by aligning our advice with your long-term goals and objectives.
Strategic
We utilize forward-thinking techniques and strategies to anticipate your financial needs and maximize your wealth, ensuring long-term financial stability and peace of mind.
Personalized Financial Advice for a Confident Financial Future.
We are an independent, fee-only wealth management firm dedicated to removing financial stress and uncertainty through a holistic and strategic planning process.
We help our clients build the financial confidence they need to enjoy their lives without financial stress. Our personalized approach ensures that each client’s unique needs and goals are met with precision and care.
The Wealth Accel Team
Matt Will, CFP®
Owner & Wealth Advisor
Matt has over 18 years of experience in the wealth management industry. His work helping clients navigate the 2008-09 Financial Crisis transformed a job into a lifelong passion. Matt enjoys helping clients get the most out of their retirement years. He specializes in developing comprehensive retirement plans that give clients the confidence to thrive in their retirement years.
Matt’s areas of expertise Include:
- Investment Management
- Retirement Transition Planning
- Strategic Tax Planning
- Small Business Tax Planning
He graduated with a degree in Business Finance from the University of Dayton and earned his CERTIFIED FINANCIAL PLANNER (TM) certification in 2009. Outside of work, Matt is an active volunteer, serving as both a board member and coach for the Centerville Hustle youth basketball program.
Residing in Centerville, Ohio, Matt enjoys life with his wife Nicole, their two children—daughter Addy and son Carter—and their dog Alfie.
Liz Redlin
Director of Client Services
Take Control of Your Financial Future
Schedule a complimentary call and learn more about how we can assist you in achieving your financial goals.