Matthew Adams, CPA, CFP®, CDFA® is an accomplished professional in wealth management and financial planning. Currently serving as a Partner and Wealth Advisor at Corient since July 2023, Matthew contributes to managing $147 billion for over 10,000 high and ultra high net worth clients. Previously, as Lead Advisor and Principal at Dowling & Yahnke, LLC since June 2017, Matthew focused on providing fiduciary-level portfolio management and financial planning services. Matthew's career includes a role as Manager of Wealth Management at Aspiriant (formerly Hokanson Associates) from February 2013 to May 2017, where oversight of client relationships and comprehensive financial planning were key responsibilities. Prior experience includes founding Adams Advisory, LLC, managing financial controls at CareFusion, and serving as an Audit Manager at Deloitte, specializing in financial services. Matthew holds a BA with honors in Business Economics and Accounting from UC Santa Barbara.
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