AeroLeads people directory · profile
Erwin M Matthews, Cpa/Pfs Email & Phone Number
Managing Principal and Wealth Manager
at
One Source Advisory Services LLC
1 work email found
@jacksonhewitt.com
3 phones found area 404, 308, and 678
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Principal and Wealth Manager
Location
Atlanta, Georgia, United States
Company size
Who is Erwin M Matthews, Cpa/Pfs? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Erwin M Matthews, Cpa/Pfs is listed as Managing Principal and Wealth Manager at One Source Advisory Services LLC, a company with 12 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at jacksonhewitt.com, phone signal with area code 404, 308, 678, and a matched LinkedIn profile for Erwin M Matthews, Cpa/Pfs.
Erwin M Matthews, Cpa/Pfs previously worked as Managing Principal at One Source Advisory Services Llc and Operating Partner, OS Tax Service, Inc at Jackson Hewitt Tax Service Inc.. Erwin M Matthews, Cpa/Pfs holds Master Of Business Administration (M.B.A.), Finance - Private Equity from Emory University - Goizueta Business School.
Company email context
Email format at One Source Advisory Services LLC
This section adds company-level context without repeating Erwin M Matthews, Cpa/Pfs's masked contact details.
*@jacksonhewitt.com
68% confidence
AeroLeads found 1 current-domain work email signal for Erwin M Matthews, Cpa/Pfs. Compare company email patterns before reaching out.
Profile bio
About Erwin M Matthews, Cpa/Pfs
As a Registered Investment Advisor, I utilize a consultative process to deliver comprehensive fee-based financial solutions to retirees, high net worth individuals and business owners. Clients often see me as a "personal Chief Financial Officer". Our wealth management service incorporates asset allocation and portfolio re-balancing. Our Corporate Advisory specializes in serving lower-middle market, family-owned and other private companies with business strategy, due diligence, and execution. This process includes advice on capital structure and private equity transactions. Specialties: Portfolio Management, Retirement Income Strategies, due diligence and business strategy.
Listed skills include Leadership, Estate Planning, Financial Advisory, Alternative Investments, and 28 others.
Current workplace
Erwin M Matthews, Cpa/Pfs's current company
Company context helps verify the profile and gives searchers a useful next step.
One Source Advisory Services Llc
7 roles
Erwin M Matthews, Cpa/Pfs work experience
A career timeline built from the work history available for this profile.
Managing Principal
CurrentWe deliver comprehensive fee-based financial planning and investment advisory services to retirees and small business owners. We utilize tactical asset allocation strategies within our portfolio management process. Our planning is coordinated with your tax and estate planning professionals.Small business consulting includes financial management, growth.
Apr 2009 - Present
Operating Partner, Os Tax Service, Inc
We operated multi-unit franchise locations in Georgia and South Carolina. Our focus is on lower middle market opportunities that allow us to leverage technology and operational expertise to achieve economies of scale along with above average revenue growth. We invest in businesses that complement our financial services expertise.
Nov 2016 - Aug 2024
Senior Financial Advisor
Utilized a consultative wealth management process for corporate executives, retirees and small business owners. Implemented tactical Asset Allocation strategies to manage risk in client portfolios. Used option strategies for income and risk mitigation in volatile market conditions. Partner on $50 Billion Corporate & Institutional Advisory team, serving.
Aug 2004 - Apr 2009
Branch Manager/ Senior Financial Advisor
Conducted comprehensive fee-based financial planning services with a consultative process. Earned sales commissions for implementation of products sold through the advisor relationship. Gathered assets under management totaling $30 Million.Management oversight and leadership responsibilities for all branch employees and independent advisors. Successfully.
Apr 1994 - Aug 2004
Senior Financial Analyst
Performed analytical review procedures on the monthly operating results for the company and prepared financial statements for Controller, Director of Finance and CEO. Successfully, streamlined workload and duties expanded to include the analyst responsibilities of the NEWS department, effectively reducing headcount by one person. Assumed the role of News.
Nov 1992 - Apr 1994
Senior Accountant
Supervised Audit Engagements with an average of 2-3 staff accountants. We served clients in the financial services, retail and manufacturing industries. Prepared audit report comments and financial reports for engagement partners.
Sep 1989 - Nov 1992
Team & coworkers
Colleagues at One Source Advisory Services LLC
Other employees you can reach at onesourceadvisor.com. View company contacts for 12 employees →
OS
One Source Service Robin
Colleague at One Source Advisory Services LlcHuntington Beach, California, United States, United States
View →
AG
Arlena Gagne
Colleague at One Source Advisory Services LlcFort Lauderdale, Florida, United States, United States
View →
GD
Gentry Doxey
Colleague at One Source Advisory Services LlcJacksonville, Florida, United States, United States
View →
GD
Gentry Doxey
Colleague at One Source Advisory Services LlcJacksonville, Florida, United States, United States
View →
One Source Service Robin
Colleague at One Source Advisory Services LlcHuntington Beach, California, United States, United States
View →
AG
Arlena Gagne
Colleague at One Source Advisory Services LlcFort Lauderdale, Florida, United States, United States
View →
GD
Gentry Doxey
Colleague at One Source Advisory Services LlcJacksonville, Florida, United States, United States
View →
GD
Gentry Doxey
Colleague at One Source Advisory Services LlcJacksonville, Florida, United States, United States
View →
2 education records
Erwin M Matthews, Cpa/Pfs education
Master Of Business Administration (M.B.A.), Finance - Private Equity
Emory University - Goizueta Business School
Bachelor Of Science (Bs), Accounting
University Of Richmond - Robins School Of Business
FAQ
Frequently asked questions about Erwin M Matthews, Cpa/Pfs
Quick answers generated from the profile data available on this page.
What company does Erwin M Matthews, Cpa/Pfs work for?
Erwin M Matthews, Cpa/Pfs works for One Source Advisory Services LLC.
What is Erwin M Matthews, Cpa/Pfs's role at One Source Advisory Services LLC?
Erwin M Matthews, Cpa/Pfs is listed as Managing Principal and Wealth Manager at One Source Advisory Services LLC.
What is Erwin M Matthews, Cpa/Pfs's email address?
AeroLeads has found 1 work email signal at @jacksonhewitt.com for Erwin M Matthews, Cpa/Pfs at One Source Advisory Services LLC.
What is Erwin M Matthews, Cpa/Pfs's phone number?
AeroLeads has found 3 phone signal(s) with area code 404, 308, 678 for Erwin M Matthews, Cpa/Pfs at One Source Advisory Services LLC.
Where is Erwin M Matthews, Cpa/Pfs based?
Erwin M Matthews, Cpa/Pfs is based in Atlanta, Georgia, United States while working with One Source Advisory Services LLC.
What companies has Erwin M Matthews, Cpa/Pfs worked for?
Erwin M Matthews, Cpa/Pfs has worked for One Source Advisory Services Llc, Jackson Hewitt Tax Service Inc., Merrill Lynch, Ameriprise Financial Services, Inc., and Usa Today.
Who are Erwin M Matthews, Cpa/Pfs's colleagues at One Source Advisory Services LLC?
Erwin M Matthews, Cpa/Pfs's colleagues at One Source Advisory Services LLC include One Source Service Robin, Arlena Gagne, Gentry Doxey, and Gentry Doxey.
How can I contact Erwin M Matthews, Cpa/Pfs?
You can use AeroLeads to view verified contact signals for Erwin M Matthews, Cpa/Pfs at One Source Advisory Services LLC, including work email, phone, and LinkedIn data when available.
What schools did Erwin M Matthews, Cpa/Pfs attend?
Erwin M Matthews, Cpa/Pfs holds Master Of Business Administration (M.B.A.), Finance - Private Equity from Emory University - Goizueta Business School.
What skills is Erwin M Matthews, Cpa/Pfs known for?
Erwin M Matthews, Cpa/Pfs is listed with skills including Leadership, Estate Planning, Financial Advisory, Alternative Investments, Consulting, Financial Planners, Accounting, and Insurance.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial