Matthew O’Keefe, CFP®

Financial Planner

I have been a financial advisor since 2010, and while my practice has evolved, my goal has always been to give objective advice. I am a CERTIFIED FINANCIAL PLANNER™ professional and maintain a fiduciary commitment to my clients. Continuing education is a focus of mine, keeping up with industry changes, so I can provide the highest level of planning.

I grew up in Gaithersburg, MD and attended Salisbury University where I played baseball and would meet my wife, Jess. We now live in Annapolis, MD with our dog Daisy. Proud uncle and aunt to 6 nieces and nephews. We are big Naval Academy supporters and enjoy everything that comes with living near the Naval Academy and Chesapeake Bay. You will find us at all the Navy sporting events and boating around Annapolis. We love to travel and spend time with our friends and family.

Credentials & Community Involvement:

  • CERTIFIED FINANCIAL PLANNER™

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