J. Matthew (Matt) Anderson
Financial Advisor, Founder
For the past 15 years, Matt has advocated for and guided clients as they pursued their financial dreams with confidence. Matt recently opened his own independent practice, Cornerstone Capital Wealth Management, and provides investment management, financial planning, estate planning, charitable giving and tax strategy services. His practice elevates his mission to offer enhanced technology, competitive pricing, and personalized service to clients.
Matt is deeply committed to understanding what truly matters to his clients. He strives to anticipate client needs and help them save and invest for individual goals—whether a recent college grad, a mid-career professional, or happily retired.
Matt's financial advice resonates with heart and resilience, urging clients never to bet against the strength of the American economy. Matt aims to maximize opportunities for financial success by focusing on high-quality investments, a steadfast long-term strategy, and human connections.
Matt grew up in a Kentucky farming family, where he learned to appreciate hard work and a sense of responsibility. He enjoys being in nature, photography, and reading. He lives on 88 acres near Bloomfield, along with his pug Henry. Matt is an avid conservationist and enjoys farming and raising sunflowers. His community commitment extends through service to the Salvation Army, Boy Scouts, and Blessings in a Backpack.
When a client turns to Matt, they are informed and feel understood and valued. He puts clients’ interests first and passionately advocates for their financial success.