Matt Moyzis, CFP®, CAIA®

I bring extensive experience and a client-first approach to my role as a Wealth Advisor at Cornerstone Wealth. My career in financial services has been defined by a commitment to helping individuals and families achieve their financial goals through thoughtful, personalized planning. Whether it’s retirement planning, investment management, or navigating complex estate and tax strategies, I focus on delivering tailored solutions that bring clarity to my clients’ financial futures.

Throughout my career, I’ve worked with a diverse range of clients, including high-net-worth individuals and business owners, guiding them through customized strategies to align their financial plans with their personal or business objectives. My approach is deeply rooted in understanding what matters most to my clients and developing solutions that meet their unique needs and goals.

Outside the office, I treasure spending time with my family. Whether contributing to my community or helping clients build lasting legacies, I’m inspired by the opportunity to make a meaningful difference in both my personal and professional life.  I am actively involved with the Make a Wish Foundation and run the annual ‘Fairways of Hope’ golf charity event. I am also on the investment board committee for Johnson C. Smith University.