Matthew Romeo is a partner and registered representative of Everhart, joining the firm in 1999. As part of our dedicated retirement plan service team, Matt serves as On-Site Participant Services Coordinator. Matt personally leads all participant education, including enrollment meetings, and one-on-one planning visits. Additonally, Matt provides wealth management services for individuals and families.

Matt received a Bachelor of Science degree from the Max M. Fisher College of Business at The Ohio State University, with a specialization in Finance. Matt is a Certified Financial Planner™. He is a Registered Principal and acting OSJ Designee of the firm, as well as Chief Operating Officer, responsible for day-to-day operations. His licenses include the series 7, 63 and 24. He also holds a State of Ohio Insurance license. Matt has earned his designation of Accredited Investment Fiduciary® (AIF®) from the Center of Fiduciary Studies, illustrating knowledge and competency in the area of fiduciary studies.

Matt resides in Dublin with his wife Jenna and daughter Olivia.