CFP®
Certified Financial Planner. A six-hour exam, 6,000 hours of financial planning experience, and continuing education to keep it. The mark carries a fiduciary duty to act in your best interest.
Verify at CFP BoardWhy Matt started Unrivaled.
In 2022, Matt was 27 and leading the financial planning department at a multi-billion-dollar RIA. It was a great job and he loved the work. What he wanted was control over it: what he worked on, how it got done, and who he did it for. He started Unrivaled Wealth Management the following year.
The executives he had spent years planning for wanted the same thing, in a different form. Not a company of their own. A balance sheet that let them choose what they worked on for reasons other than the pay.
Their route ran through the money: what the equity was worth, what the taxes would take, and how much had to be left to keep the life they’d already built.
That’s the work Unrivaled does. Helping clients take the same control, their own way.
Matt Garasic, CFP®
Founder, Unrivaled Wealth Management
- In practice
- Since 2017
- Education
- The Ohio State University
- Clients
- Nationwide, all virtual
- Role
- Your advisor, start to finish
In his words
I’ve trained Brazilian Jiu Jitsu since 2021 and compete at least once a year. I’m a blue belt, which mostly means I’m painfully aware of how much I don’t know.
I’m unreasonably invested in finding small efficiencies: testing different routes home to save 90 seconds, or building the checklist template I use every time I pack for vacation. The one place this has never paid off is golf, where the obsessing appears to be actively making things worse.
My non-negotiables are morning walks with our Rottweiler Frankie, a well-maintained lawn, and being the first person on the street to snowblow the driveway. I’m lucky to have a wife who embraces all of it.
I switched my college major from petroleum geology to finance after realizing I was the only one in my class who wasn’t audibly gasping every time the professor put a new rock under the microscope.
Credentials and affiliations
NAPFA
National Association of Personal Financial Advisors. Membership requires fee-only compensation. I’m paid by my clients and nobody else: no commissions, no product sales, no referral fees.
Verify at NAPFA
XYPN
XY Planning Network. Membership requires a signed fiduciary oath and a BrokerCheck review of an advisor’s regulatory record before they’re admitted.
Verify at XYPN
Talk to Matt.
A 45 to 60 minute phone call, with nothing to prepare. If I can’t help, I’ll tell you who can.
Book an Intro Call