Who We Serve
We work with people in their different stages and circumstances.
Executives
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Financial planning for executives, built around risk management, insurance, and executive & business owner planning.
Business Owners
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Financial planning for business owners, including succession, retirement plans, risk management, and business owner & executive planning.
Individuals
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Financial planning for individuals, paired with asset management and estate & trust planning.
Foundations & Trusts
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Financial planning for foundations and trusts, paired with tax & philanthropic planning and estate & trust management.
Individuals in Financial Transition
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Financial planning for transition, with estate planning and risk management built in.
Physicians
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Financial planning for physicians, covering risk management, insurance, and tax & philanthropic planning.
First Responders
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Financial planning for first responders, including risk management, insurance, and estate planning.
State & Federal Government Employees
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Financial planning for government employees, including reviewing benefits, asset management and estate planning.
Why Insight Financial Planning
Planning First
Every recommendation starts with a financial plan.
Long-Term Partnership
We stay with you as life changes.
Comprehensive Guidance
Investments, taxes, estate, and insurance — all working together.
Meet Matt
I am originally from the Pittsburgh area. I received my Bachelor's degree from Messiah College and I am also an Eagle Scout. I enjoy the outdoors, and love spending time with my wife Meghan, daughters Claire and Amelia, and our Plott Hound Penny.
As a fiduciary, I enjoy being the reason my clients understand the track they are following for their financial goals. I give context to their financial and personal lives and that is incredibly important to me. Understanding the "why" behind what you are doing is a key part of the financial plan.
How We Work
Learn & Understand You. Design. Execute. Steward
01
Learn & Understand You
We start by getting to know you: your goals, your resources, and what matters most.
02
Design
We build a plan that lays out the steps — the foundation everything else follows.
03
Execute
We put the plan into action across investments, tax, risk, and estate strategy.
04
Steward
We stay in the relationship, adjusting the plan as your life and goals change.
Frequently Asked Questions
What Clients Say
Working with Matt gave us a clear plan for the first time — not just a portfolio, but an actual strategy that made sense for our family.
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He took the time to explain everything in plain language and made sure we understood the 'why' behind every recommendation.
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Resources & Media
Facebook feed
Economic update
Q3 market outlook
News
Local news, July 2026
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