Matthew Donohue, CFA, CFP®, CPA
Manager of Trading & Investment Research
Matt is a transplant to the Asheville area, originally from Utah. He received both his Bachelors and Masters of Accountancy degrees from Brigham Young University. After graduation, he worked for PricewaterhouseCoopers as a public company auditor. After completing numerous audit seasons, he was ready for a forward looking, client centric experience and started the Certified Financial Planner™ pursuit.
Matt manages the implementation and trading of clients’ investment portfolios while also working directly with client relationships. He also heads the Colton Groome Investment Committee and does research for existing and potential investment options.
When he’s not working, Matt enjoys spending time with his wife Whitney, and their three children, Sadie, Paisley, and Micah. He also spends time volunteering at his church and is an active member of the board for the Council on Aging of Buncombe County.
Matthew Donohue,
CFA, CFP®, CPA
Manager of Trading & Investment Research
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Colton Groome Financial
1127-B Hendersonville Rd.
Asheville, NC 28803
Tel - (828) 252-1816
Fax - (828) 254-5895
info@coltongroome.com
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, and Certified Financial Planner™, in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
This testimonial was provided by current client. The client was not compensated, nor are their material conflicts of interest that would affect the given testimony. The testimony may not be representative of the experience of other current clients and does not provide a guarantee of future performance success or similar services.
Fee-based Financial Planning and Asset Management Services offered through Colton Groome Financial Advisors, LLC, an SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, Ohio 44333-2431, 1-800-765-5201. Colton Groome Financial, and Colton Groome Financial Advisors, LLC are separate entities from Valmark Securities, Inc.
Colton Groome Financial Advisors, LLC is a Registered Investment Advisor (RIA). Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. This material is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results. Colton Groome Financial Advisors, LLC has exercised reasonable professional care and diligence in the collection, analysis, and reporting of this information but has not independently verified, validated, or audited the data. Colton Groome Financial Advisors, LLC makes no representations or warranties with respect to the accuracy of the information, nor whether it is suitable for the purposes to which it is put by users. Colton Groome Financial Advisors, LLC and its subsidiaries shall not be liable to any user of this report or to any other person or entity for any inaccuracy of this information or any errors or omissions in its content, regardless of the cause of such inaccuracy, error or omission. Furthermore, in no event shall Colton Groome Financial Advisors, LLC be liable for consequential, incidental or punitive damages to any person or entity for any matter relating to this information.
