Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
94 advisors
Number of Clients
6,771 clients
Average Client Portfolio
$262K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$6.5K
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Location

24500 Chagrin Boulevard, Beachwood, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew owns and operates the Law Office of Matthew Matheney LLC, providing legal advice as an attorney. This requires about a quarter of his time, including time during normal securities trading hours.

Employment History
Current Registrations
First Heartland Consultants, INC.
October 2025 - Present · 4 mos
Park Avenue Investment Advisory, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Independence Wealth Advisors, LLC
January 2023 - April 2023 · 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Matthew Matheney - Financial Advisor | TrueAdvisor