Matt Sirpis works with individuals, families, and corporate executives to develop comprehensive financial plans and help them achieve their goals in retirement. He focuses on retirement planning, investment strategies, estate planning, business succession, and charitable giving strategies. With more than 18 years of experience in the financial planning industry, Matt strives to provide his clients with the most well-informed counseling possible.
Matt graduated from Radford University with a Bachelor’s in Business Administration. He began his career in finance as a Paraplanner, helping to design and construct financial plans. He now has more than a decade of experience advising clients as a Registered Representative of Lincoln Financial Advisors.
Matt is passionate about his family and his community. He lives in Richmond, VA with his wife Becky and their three children. He enjoys playing golf and is involved in the community, coaching elementary soccer and as an active member in the Mary Munford PTA.
- B.B.A, Radford University
Primary Clients or Industries
Primary Service Areas
Investment optimization & risk management strategies
Education funding strategies
Business succession planning
Planned giving & charitable trusts