Matthew Aquilia
Financial Advisor
Matt prides himself on going the extra mile for our clients. He is full of compassion and highly educated to design the best financial plan and resolve complex issues.
Building Lasting Legacies From The Ground Up
Matt has enjoyed his three-decade career helping corporate executives, business owners, and wealthy families with their financial and tax planning issues. He graduated summa cum laude from Kent State University with a B.B.A. in accountancy and has a master’s degree in Taxation from the University of Denver. In addition, he maintains his CPA and CFP® designations. Prior to joining Legacy Financial, he worked at PNC Wealth Management and EY (Ernst & Young).
After spending nearly 20 years in large organizations, Matt wanted to focus closer attention on his clients and family, operating under the belief that when you do well for a family, you are a friend for life.
Having a master’s degree in Taxation and years practicing as a CPA, Matt understands the deep impact of taxes on financial decisions and investment returns, guiding clients with integrated estate, tax, and investment advice.
Matt has been married for 25 years and has 2 adult children. He enjoys watching sports, cooking, and traveling.
Start Your Journey
Ready to Align Your Treasure with Your Heart?
Schedule a conversation with Matthew Aquilia or a member of our wealth advisory team today.