Broker Check
Matthew Holmes, CFP® 

Matthew Holmes, CFP® 

Wealth Advisor

Matthew joins WealthPoint with a decade of financial service experience.

Originally from Oxford, OH, Matthew graduated with a bachelor’s degree from Miami University, though he did spend his first year at Franklin College.  Matthew received his CFP® designation in 2023 and is a member of the Financial Planning Association. 

Matthew brings a wealth of knowledge from the big box firms of Schwab and TD Ameritrade as well as a local RIA where he grew his client investment, planning and advisory skills into practice and client portfolio management.  

Matthew is excited to begin his new chapter assisting our WealthPoint clients and families navigate the complexities of life through client-centric, comprehensive financial planning strategies and solutions, while being a part of our foundation of expert advisors. 

Matthew and his wife Cassie married in Nashville, TN in 2021 and currently reside in Fishers with their two-year old German Shepherd.  Matthew enjoys spending time with friends and family, playing just about any sport but mainly golf, attending sporting events, and hosting monthly game nights. 

Matthew and Cassie look forward to starting a family in the near future.

Matthew may be reached at mholmes@wealthpointadv.com or 317.818.1040 at extension 170.


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