Michael Matus: Experienced Financial Advisor Helping Clients Secure Their Future in Fort Mill & Tega Cay

Michael Matus is a seasoned financial advisor and franchise owner of Omni Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC, located in Fort Mill, South Carolina. With 26 years of experience in the financial industry, Michael offers personalized financial advice tailored to individual goals and needs.

Michael’s areas of focus include retirement planning strategies, retirement income strategies, saving for education, small business planning, and estate planning strategies. He holds a Bachelor of Science degree from Rutgers University (1990) and a Master of Science degree from the New Jersey Institute of Technology (1996). Throughout his career, he has been recognized with the Ameriprise Circle of Success award in 2007, 2010, and 2011.

Beyond his professional endeavors, Michael has been actively involved in the community. He served as an advisory board member for the Fort Mill/Gold Hill Branch YMCA from 2012 to 2017 and was the Director of Fundraising in 2013. Additionally, he was a board member of the Chrysalis Autism Center from 2013 to 2016, also serving as Director of Fundraising during that period.

As a father of a special needs child, Michael possesses personal insight into the challenges families face in planning for the future. He is knowledgeable in estate planning for families with special needs children, aiming to ensure that they have the necessary resources and legal frameworks in place for their lifetime.

Clients working with Michael can expect one-on-one financial advice, personalized recommendations for diversified portfolios, and solutions designed to protect against uncertainty. He emphasizes regular meetings to review goals, progress, and investments, providing clients with anytime access to their investments and digital tools to help them stay on track.

For those interested in financial insights, Michael offers monthly newsletters covering topics such as market conditions, personal finance, and retirement planning. He also provides tools like the 3-Minute Confident Retirement® check to help individuals assess their financial standing across key areas.

In his personal time, Michael enjoys skiing, boating, whitewater rafting, and hiking. He splits his time between Louisville, Kentucky, and the Charlotte metropolitan area, with his main office located in Fort Mill, SC.

Michael Matus is committed to helping clients achieve their financial goals through personalized advice and dedicated service.