Advisor at Opes MVB Capital, LLC
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Firm
Opes MVB Capital, LLC
Location
Santa Rosa Valley, CA 93012
Credentials
CFP®, Series 66
Industry experience
13 years
Matthew Benson is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Opes MVB Capital, LLC. His prior experience includes roles at Merrill Lynch, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. Outside of advising, he is a licensed insurance agent and engages in real estate investment and development on a part-time basis. Opes MVB Capital provides wealth advisory and portfolio management services primarily to high-net-worth individuals, focusing on portfolio allocation, real estate analysis, trust and estate advisory, tax planning, and charitable guidance. The firm emphasizes documented risk tolerances in tailored Investment Policy Statements and operates on a non-discretionary basis, allowing clients to retain final authority over transactions.
$0 - $5,000,000: 1.15% $5,000,001+: 0.95%
2439 Blanchard Place
Santa Rosa Valley, CA 93012
California
Opes MVB Capital, LLC
2022 - Present (4 years)
Merrill
2020 - 2023 (3 years)
Jp Morgan Securities, Llc
2017 - 2020 (3 years)
Morgan Stanley
2017 - 2017 (1 year)
US Trust/Merrill Lynch
2014 - 2017 (3 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
CFP®
Calabasas, CA
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