Matthew Evans Financial Advisor | Diamond State Financial Group

Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our financial team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Matthew Evans

Financial Advisor

Matthew is a Financial Advisor at Diamond State Financial Group. He specializes in serving the distinct needs of high-earning professionals and their families, particularly CRNAs and Physicians throughout all stages of their careers and lives. Inspired by his mother’s career as a CRNA, Matthew brings a profound understanding of the unique financial complexities and aspirations of healthcare professionals and focuses on empowering them to navigate complex financial challenges and creating personalized comprehensive strategies for wealth accumulation, retirement planning, tax optimization, and estate planning, built on a foundation of transparency and trust, to help his clients achieve their financial dreams.

In addition to his work with medical professionals, Matthew’s practice focuses on guiding individuals through the critical transitions of pre-retirement and retirement. Recognizing the unique financial considerations at this stage of life, Matthew develops personalized strategies focused on creating sustainable retirement income streams, managing investments for longevity, optimizing tax strategies, and addressing healthcare and legacy planning needs, ensuring a secure and fulfilling future. Matthew prioritizes clear communication and a deep understanding of his clients’ goals, ensuring they feel confident and secure in their financial journey and embrace retirement with peace of mind.

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Education

Matthew graduated from the University of Delaware’s Alfred Lerner College of Business with a Bachelor of Science Degree in Finance. He earned his Series 7 and Series 66 registrations and Life and Health Insurance licenses. Matthewis a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.

Community

Matthew avidly supports the Delaware Association of Nurse Anesthetists (DANA).

Personal

Matthew was born and raised in Newark, Delaware, where he still lives today with his beloved dog, Kobe. While at the University of Delaware, he started and ran his own business, which he eventually sold in early 2019. Family is paramount to Matthew, and in his spare time he usually is seen at Bethany Beach with his family, often crabbing and fishing on their boat. He’s also a very passionate and diehard Philly sports fan.