Unrivaled Wealth Management is a fee-only, fiduciary financial advisory firm based in Ohio that serves qualified clients nationwide. The firm specializes in comprehensive wealth management, investment management, equity compensation planning, and personalized financial strategies for business executives and key employees.
Led by Matthew Garasic, CFP®, the team emphasizes transparent fee structures, fiduciary responsibility, and a client-centric approach to help clients achieve their financial goals while avoiding unnecessary complexity and high fees.
Fee-only, independent, fiduciary approach
No commissions, no hidden allegiances
Real financial planning, not just software calculations
Services
Equity Compensation Planning
Navigates taxes and exercise/sell decisions for various equity compensation types, including RSUs, ISOs, NSOs, and ESPPs.
Monetization plans considering tax consequences and AMTValuation and risk analysesSection 83(b) elections guidanceLiquidity needs assessment10b5-1 trading rule implementation
Comprehensive Wealth Management
Holistic financial planning and investment management tailored to individual goals and circumstances.
Tailored investment strategies reflecting unique goals, risk tolerance, and personality.
Allegiance to Asset AllocationDiversification across complementary investmentsDisciplined RebalancingTax Efficiency & Cost ControlBehavioral Inefficiency Capitalization
Credentials & Certifications
Certified Financial Planner (CFP®)
NAPFA Registered Financial Advisor
XY Planning Network Member
Fee-Only Network Member
Reviews
Rating
5
★★★★★
Reviews
7
"Matt is knowledgeable, patient, and straight forward."
Frequently Asked Questions
What is your fee structure? +
Billing is done quarterly, in advance, and pro-rated for the number of days in the quarter.
Are you locked into a contract? +
You're free to terminate the relationship any time with no questions asked if you don't feel we're holding up our end of the deal.
Why should I hire you when I can do it myself? +
Research by Vanguard concluded that a financial advisor could add up to, or even exceed 3% in net returns for clients. Our prospective client process helps you evaluate whether we can deliver that value.
What if I don't have substantial assets to manage? +
UWM offers ongoing financial planning services to help clients in the early stages of the accumulation phase.
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