In collaboration with Yeo & Yeo Wealth Management, Cash provides integrated planning and investment strategies for growing and protecting individuals’ and business clients’ wealth. He designs personalized wealth management solutions by bringing together estate planning, risk management, and retirement planning. Additionally, he supports business owners by reviewing their company retirement plans and optimizing them for tax efficiency, and assisting with business transition strategies. His focus is based on each client’s unique objectives and priorities.
“We are excited to welcome Matt,” said Pete Bender, CPA, CFP®, Principal and Yeo & Yeo Wealth Management leader. “He is a great addition to Avantax and Yeo & Yeo Wealth Management. His expertise allows us to continue to expand the range of wealth management and financial planning services that we can offer to our clients.”
Cash is a registered representative with Avantax Investment ServicesSM and a licensed health, accident, life and variable annuity agent. He holds a Bachelor of Arts in Economics from Ohio State University. He is a CERTIFIED FINANCIAL PLANNER™ and has FINRA Series 7, 63, 65, 9 and 10 securities licenses.
Yeo & Yeo Wealth Management works closely with Avantax, a pioneer in tax-smart investing, financial planning and wealth management, to provide a comprehensive approach to financial planning. Using a unique tax-focused perspective, Yeo & Yeo Wealth Management’s experienced financial planners develop strategies to help clients meet their overall financial goals and desired lifestyle for today and tomorrow.
Avantax WM HoldingsSM is the holding company for the group of companies providing financial services under the Avantax® name. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.