Matthew R. Logar, CFP®, CPA/PFS
Director of Client Strategy
Matt Logar is a Certified Public Accountant and Certified Financial Planner® with over 25 years of wealth management experience. He advises his clients on the qualitative and quantitative aspects of estate planning, taxation, insurance, cash flow and goal-based planning. Matt works closely with the rest of the Advice Leadership Team on client deliverables and serves on existing and new client relationships.
Matt graduated from Bowling Green State University with a bachelor's degree in accounting and went on to earn his CFP®, CPA and PFS designations. Shortly thereafter, he founded and established his own financial planning firm and most recently worked at Key Private Bank as the regional planning strategist and national advice leader.
Matt is an active member of the American Institute of Certified Public Accountants (AICPA) and the Northeast Ohio Financial Planning Association (FPA). He currently resides in Tremont with his wife and enjoys outdoor activities such as golfing, boating, fishing and mountain biking.