Matt Goedde

Matt Goedde

Managing Partner, CFP®, ChFC®, CLU®

As a CERTIFIED FINANCIAL PLANNER™ professional with over 10 years' experience, I have armed myself with the technical knowledge required to help my clients navigate the ever-changing financial marketplace. I pride myself on educating my clients, in "real world" terms, on how to best save, grow, protect, and pass-on their assets. Since every client's situation is unique, we develop a financial strategy together through a two-way sharing of thoughts and information. I feel this approach not only helps the client achieve their goals but also gives them an understanding of how they arrived there and the satisfaction of being an integral part of the process. 

Outside of the office, I enjoy spending time with my family, working on and driving classic muscle cars, and cheering on the Buckeyes.

 

"I utilize a disciplined, financial guiding approach that focuses on helping my clients live today, plan for the future, and protect against the unforeseen. With informative analysis as my backdrop, I deliver concepts and strategies in "real world" terms to help you take control of your financial future. Your success is my success!"


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Stonebridge Wealth Strategies is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 614.427.1422
Fax 614.427.1402
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