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2017-03-03T00:00:00.000Z

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Matt Byers

Direct Phone: (317) ***-****       

Email: m***@***.com

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Eminent Wealth Strategies

748 E. Bates Street Suite 203

Indianapolis, Indiana 46202

United States

Find other employees at this company (1)

Background Information

Affiliations

Financial Advisor, CRPS
Walker Bafs Retirement Group - Indianapolis

Financial Advisor
Merrill Lynch & Co. Inc

Web References (10 Total References)


Who We Are : Eminent Wealth Strategies

www.eminentwealth.com [cached]

Matt Byers is the founder and partner of Eminent Wealth Strategies. Matt established Eminent Wealth Strategies in 2008. Before that, he spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country. Matt decided he was going to take the best practices employed by the large institutions and bring that expertise to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.

Prior to becoming a financial advisor, Matt served as a Regional Sales Manager for ADP's Small Business Services Division. This role gave Matt a deep understanding of the many demands of a small business owner and their HR department. Matt also gained a good understanding of 401(k) plan administration at ADP, whose Retirement Services Division maintains more than 30,000 retirement plans with more than $30 billion in assets.
With more than 38 years of combined experience, our team has developed a deep understanding of the fact that our clients needs and satisfaction are our highest priorities.
Matt Byers Founder and President
Matt has spent the last 10 years working in the qualified retirement plan market. He began his career as a financial advisor at Merrill Lynch, specializing in the qualified retirement plan market. Due to the demands and restrictions of working for a large wire house, Matt went into private practice in 2008. Before becoming a financial advisor, Matt worked for one of the largest retirement plan providers in the country. Matt has taken the best practices employed by the large institutions and brought that expertise to small and mid-size companies to help them manage their retirement plans.
As President and Founder of Eminent Wealth Strategies, Matt has made the client the number one priority by driving a business that is loyal to the client, not the record-keeper. EWS has the ability to work with nearly any non-proprietary record-keeper in the business; however EWS will always seek the most suitable solution for the client.
Because of the ever-increasing client demand for financial advisors who are knowledgeable of retirement plans for businesses and their employees, Matt holds the Accredited Chartered Retirement Plans Specialist® designation. He also holds the Accredited Investment Fiduciary® designation, which qualifies him to implement and maintain retirement plans for the business community, as well as address the fiduciary liability that comes along with being a plan sponsor in the defined contribution space.
Matt is an Investment Advisor Representative through LPL Financial.  LPL Financial is a full-service broker dealer that provides specialized support to financial advisors who focus on wealth management and the institutional retirement plan market.


Team | Adams Wealth Management Group

www.adamswealth.com [cached]

Matt Byers, AIF, CRPS

...
Matt Byers, AIF, CRPS
LPL Registered Representative
(937) 433-6500
Before joining LPL Financial and Adams Wealth Management, Matt spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market.


Matt Byers | Synergy 360

www.synergy-360.com [cached]

Matt Byers

...
Matt Byers
Matt Byers is a Senior Vice President of Synergy 360. Prior to becoming an SVP, he spent several years as a financial advisor for Merrill Lynch, working in the qualified retirement plan market. Prior to becoming a financial advisor, Matt worked for some of the largest retirement plan providers in the country. Matt decided he was going to take the best practices employed by the large institutions and brings that experience to small and mid-size companies. To meet the increasing client demand for financial advisors who are knowledgeable in retirement plans for businesses and their employees, Matt holds the AIF (Accredited Investment Fiduciary) designation, and the Accredited Chartered Retirement Plans Specialist® designation, which qualifies him to implement and maintain retirement plans for the business community. Matt also holds his series 7 and 66 securities registrations through LPL Financial.
Prior to becoming a financial advisor, Matt served as a Regional Sales Manager for ADP's Small Business Services Division. This role gave Matt a deep understanding of the many demands of a small business owner and their HR department. Matt also gained a good understanding of 401(k) plan administration at ADP, whose Retirement Services Division maintains more than 30,000 retirement plans with more than $30 billion in assets


About Us | Synergy 360

www.synergy-360.com [cached]

Matt Byers

...
Matt Byers | Senior Vice President-Public/Private Plans


Richard Moss | Synergy 360

www.synergy-360.com [cached]

Matt Byers

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