Matthew Forney, CFP®

Matthew Forney, CFP®, CPWA®, has a diverse background in the financial industry. Matthew began their career at Vanguard as an Investment Professional, where they assisted clients with account maintenance and provided financial guidance over the phone. After two years, Matthew joined Tompkins Financial Advisors as a Wealth Management Associate, where they supported financial advisors with various tasks, including client account management and scheduling. Matthew then progressed to the role of Vice President & Wealth Advisor, focusing on building new client relationships and developing comprehensive financial planning and investment strategies. Recently, Matthew joined Market Street Trust Company as a Senior Relationship Manager, responsible for maintaining and strengthening client relationships. Matthew has now taken on the role of Director of Client Family Services at the same company. Throughout their career, Matthew has consistently demonstrated their expertise in wealth management, financial planning, risk management, and tax planning.

Matthew Forney, CFP®, CPWA®, obtained their Bachelor of Science (B.S.) degree in Finance from West Chester University of Pennsylvania, graduating in 2013. In 2018, they completed the CFP® Certification Professional Education Program at the College for Financial Planning. Matthew also holds additional certifications, including the CERTIFIED FINANCIAL PLANNER™ designation obtained from the CFP Board in December 2018 and the Certified Private Wealth Advisor® qualification from Investments & Wealth Institute, obtained in April 2023.