Matthew Romeo
Advisor at Enriched Advice
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Matthew Romeo is a CFP® professional with eight years of industry experience, currently serving as an advisor at Enriched Advice in Richmond, VA. His prior roles include positions at SBK Financial, Inc., Atlas Financial, and Simplicity Wealth Management, LLC. Enriched Advice is a boutique investment manager specializing in discretionary investment management, wealth management, and financial planning for individual clients, including high-net-worth individuals. The firm employs a combination of passive and active strategies grounded in Modern Portfolio Theory and offers flexible financial planning services alongside portfolio management.
Expertise
Based on Enriched Advice
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fees for Project-Based Financial Planning range from $1,250 to $15,000; Ongoing Financial Planning fixed fees from $950 to $10,000
$0 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
$250 per hour for Project-Based Financial Planning
Account minimum: $450,000 (may be reduced or waived by advisor) Minimum fee: $9,000 annually minimum for Wealth Management and Investment Management services (may be reduced) Fee-only: Financial planning fees: Ongoing Financial Planning initial fee $950-$10,000; recurring fees $950-$10,000 (monthly/quarterly, fixed); Project-Based Financial Planning fees $1,250-$15,000 fixed or $250/hour
Location
Richmond, VA
Most active in
Matthew R has reported serving >5 clients in these states in the last 12 months.
Virginia
Work history
Simplicity Wealth Management, LLC
2024 - 2025 (1 year)
Enriched Advice, LLC
2024 - Present (2 years)
SBK Financial, Inc.
2018 - 2024 (6 years)
Atlas Financial
2017 - 2018 (1 year)
SBK Financial, Inc.
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Michael G
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Rise Wealth Partners LLC
Jb B
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Richmond, VA
J. B. Bryan Financial Group, Inc.
Stephen T
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
John H
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Bradley C
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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