Matthew S. Olver
Matt Olver is a Senior Client Advisor in the Cleveland office where he works predominantly with families and business owners as a financial planner and investment advisor, helping clients grow, manage and preserve their wealth. Prior to joining HPM Partners, Matt was with Spero-Smith Investment Advisers for nearly 20 years, most recently as Senior Vice President and Senior Wealth Advisor. He has extensive experience in collaborating with clients’ accountants and estate attorneys to develop comprehensive wealth management plans.
In other roles at Spero-Smith, Matt has served as a portfolio manager and investment analyst. He continues to advise nonprofit organizations on their foundations and endowments.
Matt is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Accredited Estate Planner® (AEP®) designee, and Certified Exit Planning Advisor (CEPA). He is a member of Financial Planning Association (FPA), The Estate Planning Council of Cleveland and the Society for Financial Service Professionals. Matt received a B.A. degree in Economics from John Carroll University in Cleveland where he remains active as a member of the Entrepreneurs Association and the Boler School of Business Professional Development Program.