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Matt Brennan

CFP®
Acorn Financial Services
Reston, VA
Assisting Families, Businesses, and Individuals in Growing & Protecting Their Wealth
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Meet Matt

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Video Transcripts

Matt has been a Financial Planner and Investment Advisor Representative since 2003. He joined the Acorn team in early 2014, and prior to that he was an Advisor with Dominion Wealth Management, Inc. and Legacy Advisors, LLC (Now Spire Investment Partners). He is a Registered Representative of the Strategic Financial Alliance, Inc. Matt is a 2003 graduate of the College of William & Mary, where he double majored in Economics…

Matt has been a Financial Planner and Investment Advisor Representative since 2003. He joined the Acorn team in early 2014, and prior to that he was an Advisor with Dominion Wealth Management, Inc. and Legacy Advisors, LLC (Now Spire Investment Partners). He is a Registered Representative of the Strategic Financial Alliance, Inc. Matt is a 2003 graduate of the College of William & Mary, where he double majored in Economics & Government. Matt obtained the Certified Financial Planner® designation in 2009.

Matt moved to the DC area in late 1995 and prior to that he was born and raised on the North Shore of Massachusetts. He met his wife, Allison, in 2005, and they currently reside in Fairfax with their newborn son, Andrew. He is an avid fan of all professional sports ending in the word ‘ball.’


Services offered

Investment management
Financial planning
Retirement planning
Tax planning
College planning
Real estate and mortgage advisory
Estate planning
Insurance management

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs

Fee structure

Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

Bachelors
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