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Matt Lugar, CFP®, CIMA®, ChSNC®

Kathmere Capital Management

Matt Lugar, CFP®, CIMA®, ChSNC®

Kathmere Capital Management

Matt Lugar, CFP®, CIMA®, ChSNC®

Kathmere Capital Management

Profession LogoFINANCIAL PLANNER

Matt is a Senior Wealth Management Advisor at Kathmere Capital Management, where he works closely with individuals and families to help them make thoughtful, confident financial decisions. With more than 20 years of experience across investment management, retirement planning, and private wealth advisory, Matt has guided clients through a wide range of meaningful financial milestones.

He is committed to helping clients benefit from thoughtful, holistic financial planning paired with disciplined investment management. Matt brings a thoughtful, relationship-driven approach to his work, helping clients navigate complexity with greater clarity and confidence.

Firm Description

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM

Cost

What Is a Special Needs Planner?

Main Office

435 Devon Park Drive Suite 715
Wayne, PA 19087

On the web

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Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts