Get to know Matthew Wilkes


Matthew Wilkes

President & CEO

As an Investment Adviser Representative, Matt’s personal mission is to help others gain confidence in their investment management approach, all the while knowing that they — the client — come first.

Although clients primarily come to him for investment management needs, Matt has developed a reputation as their “go-to guy” for all financial matters. His clients value his trusted opinion and guidance, a responsibility he doesn’t take lightly. He welcomes their questions, no matter how broad.

Matt strives to be an advisor who does the legwork for his clients, searching to find the best strategies to help fit their individual needs and wants. He believes in offering clients the golden rule of service, to treat them the same way he wishes to be treated, and he does all in his power to offer a personalized experience that so many larger firms simply can’t.

Matt earned his bachelor’s degree in finance with a minor in economics from Miami University in Ohio and then entered the financial services industry in 2007. Prior to opening Greensview Wealth Management in 2015, he was employed as a financial advisor with Wells Fargo and PNC Investments. He credits this experience for helping him find his footing in the industry and begin to build a base knowledge, but he also recognized early on that he wanted to do more to help his clients succeed.

Although born in London, Matt spent the majority of his childhood living in Ohio. He and his wife, Sarah, and their son, Jackson, now split their time between Chicago and Franklin, Tennessee, to be close to family. When he’s not in the office, Matt enjoys golfing, fishing, cooking and spending time with his family.