Matt Eltringham, Cfp®

Matt Eltringham, Cfp® Email and Phone Number

Managing Director, Wealth Advisor @ Benchmark Wealth Management
Cincinnati, OH, US
Matt Eltringham, Cfp®'s Location
Cincinnati, Ohio, United States, United States
Matt Eltringham, Cfp®'s Contact Details

Matt Eltringham, Cfp® personal email

n/a
About Matt Eltringham, Cfp®

Matt co-founded Benchmark Wealth Management, an independent wealth advisory firm, in 2018. Benchmark delivers a high-touch service model to business owners, executives, professional athletes and successful individuals. We coordinate all aspects of wealth management: investments, tax planning, estate planning, banking & lending, risk management, financial planning, as well as operate in a team based approach with outside professionals.

Matt Eltringham, Cfp®'s Current Company Details
Benchmark Wealth Management

Benchmark Wealth Management

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Managing Director, Wealth Advisor
Cincinnati, OH, US
Matt Eltringham, Cfp® Work Experience Details
  • Benchmark Wealth Management
    Managing Director, Wealth Advisor
    Benchmark Wealth Management
    Cincinnati, Oh, Us
    View
  • Benchmark Wealth Management
    Managing Director, Wealth Advisor
    Benchmark Wealth Management Jul 2018 - Present
    Cincinnati Metropolitan Area
    Matt co-manages the Cincinnati office for Benchmark Wealth Management, a boutique Private Wealth advisory firm. As a Wealth Advisor and CERTIFIED FINANCIAL PLANNER™, Matt helps his clients meet complex financial needs and long-term goals.Benchmark-wealth.com
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  • Wealthquest
    Wealth Management Advisor
    Wealthquest Dec 2016 - Jul 2018
    Greater Chicago Area
    Matt managed a book of business in both the Cincinnati and Chicago markets and specialized in designing and implementing financial plans for clients.
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  • Fifth Third Private Bank
    Assistant Vice President, Associate Wealth Management Advisor
    Fifth Third Private Bank Jan 2015 - Dec 2016
    Greater Chicago Area
    Matt worked as an Wealth Management Advisor in the Private Bank. His clients consistented of affluent individuals and executives in the Chicagoland area.
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  • Fifth Third Bank
    Wealth And Asset Management Leadership Program
    Fifth Third Bank Jun 2012 - Aug 2014
    Cincinnati, Ohio
    Matt completed three rotations in Fifth Third's leadership development program while completing his degree at Hillsdale College.
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Matt Eltringham, Cfp® Skills

Hands On Problem Solver Red Cross First Aid Technical Analysis Sales Portfolio Management Advanced Excel Investments Relationship Management Communication Skills Finance Superior Sales Skills Wealth Management Mutual Funds Equity Research Entrepreneurship Microsoft Excel Quantitative Analytics Time Management Financial Analysis Budgets Management Project Management Marketing Strategy Technological Financial Management Intrapersonal Skills Padi Open Water Investment Management

Matt Eltringham, Cfp® Education Details

Frequently Asked Questions about Matt Eltringham, Cfp®

What company does Matt Eltringham, Cfp® work for?

Matt Eltringham, Cfp® works for Benchmark Wealth Management

What is Matt Eltringham, Cfp®'s role at the current company?

Matt Eltringham, Cfp®'s current role is Managing Director, Wealth Advisor.

What is Matt Eltringham, Cfp®'s email address?

Matt Eltringham, Cfp®'s email address is matt.eltringham@53.com

What schools did Matt Eltringham, Cfp® attend?

Matt Eltringham, Cfp® attended Hillsdale College.

What are some of Matt Eltringham, Cfp®'s interests?

Matt Eltringham, Cfp® has interest in Children.

What skills is Matt Eltringham, Cfp® known for?

Matt Eltringham, Cfp® has skills like Hands On Problem Solver, Red Cross First Aid, Technical Analysis, Sales, Portfolio Management, Advanced Excel, Investments, Relationship Management, Communication Skills, Finance, Superior Sales Skills, Wealth Management.

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