Matthew Sweeney

Your Trusted Financial Partner and Experience You Can Rely On With over three decades in the financial industry, I've dedicated my career to empowering individuals and families to achieve financial well-being. As a CERTIFIED FINANCIAL PLANNER® Professional, Dave Ramsey Master Financial Coach and Fee-Only Financial Advisor based in Raleigh, NC, I offer personalized guidance and unwavering support, drawing on my extensive experience to navigate the complexities of the market and tailor solutions to your unique needs. Your Financial Goals, My Priority I believe that everyone deserves to feel confident and in control of their financial future. Whether you're saving for retirement, planning for your children's education, or seeking comprehensive wealth management, I'll work with you to develop a personalized plan that aligns with your goals and values. As a Dave Ramsey Master Financial Coach, I also utilize the proven Dave Ramsey 7 Baby Step process to help you build a strong financial foundation and achieve lasting financial peace. My Fee-Only approach ensures transparency and prioritizes your best interests. Comprehensive Guidance for a Secure Future From investment management to retirement planning, tax strategies to estate planning, I offer comprehensive guidance to address all aspects of your financial life. I'll be there every step of the way, providing reassurance, answering your questions, and adjusting your plan as life evolves. Rooted in the Community As a North Carolina resident and active member of the Wakefield Rotary Club of Wake Forest community, I understand the local landscape and can provide insights tailored to your specific needs. Let's Build a Brighter Financial Future Together Take the first step towards achieving your financial goals. Start with a Complimentary Retirement Review: https://app.rightcapital.com/account/sign-up?referral=3c861414-45bc-4056-8e9d-63371f536cf0&type=client&advisor_id=WyovNSEMqImVmkOBpo0ePA Schedule a Complimentary Consultation: https://calendly.com/getaplan/fee-only-initial-consultation Check out my website as I transparently list how I work with clients and post my fees: https://universityfinancialstrategies.com/ Remember: It's never too late to start planning for your future. With 30+ years of experience, a genuine passion for helping others and the tools of a Dave Ramsey Master Financial Coach, I'm here to guide you every step of the way.

Ryan Emminger is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has worked at Fidelity Investments for 15 years before founding JME Wealth Management, an independent advisory firm based in Raleigh, NC. In addition to his advisory work, he is an independent insurance agent involved in fixed insurance sales and service. JME Wealth Management serves individuals, high-net-worth clients, and small businesses with comprehensive financial planning and portfolio management. The firm employs a blended investment approach that includes active and passive strategies, core-and-satellite construction, and uses derivatives and hedging techniques within separately managed accounts.

Bradley Turlington is a financial advisor at White Oak Wealth Partners in Raleigh, NC, holding a Series 66 designation with 14 years of industry experience. He has worked at White Oak Wealth Partners since 2015 and has prior experience at Kestra Financial Services, Inc., NFP Advisor Services, LLC, and has operated The Turlington Group, Inc. since 1996. White Oak Wealth Partners provides advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm offers comprehensive financial planning, discretionary wealth management, and portfolio implementation with an emphasis on downside risk management and regular portfolio reviews.

Brian Marshburn is a CFP® professional with 21 years of industry experience. He is the sole advisor at Brevity & Associates, an independent firm he has been with since 2013. His prior experience includes roles at Anthem Wealth Management and Abiding Wealth Advisors, as well as operating Marshburn Properties, LLC. Marshburn also works as an independent insurance agent. Brevity & Associates serves individuals, businesses, trusts, foundations, and charitable organizations by providing discretionary portfolio management and standalone financial planning across retirement, estate, tax, education, and insurance areas. The firm emphasizes equity-focused allocations using mutual funds, ETFs, stocks, and bonds within a buy-and-hold framework, and occasionally employs options, REITs, and private placements to enhance diversification.

Mark Vitek is a CFP® professional with 23 years of experience in financial advising. He has been the principal of NC Money Management, Inc. since 1996 and also manages his own CPA firm, Mark Vitek, CPA, PA, which he founded in 1982. He divides his time between his CPA practice and his advisory business. NC Money Management, Inc. serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses with discretionary portfolio management and financial planning. The firm integrates fundamental, technical, and charting analysis to tailor investment strategies and is notable for its affiliation with the principal’s CPA practice, providing tax-preparation support and consulting services uncommon among independent advisors.