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Matthew Bonito | Financial Advisor

Profile img for Matthew Bonito, financial advisor at Inspire Advisors - UMG
Columbus, OH
Matthew Bonito
Financial Advisor
Partner/Advisor at
Inspire Advisors - UMG

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
Do you know what you are supporting through your investment portfolio? We’ve found that many people don’t understand that the stocks, ETFs and mutual funds they own might be working against everything they stand for. Ask me how we can align your investments and planning with your values. A little about me: Matt grew up in Lima, Ohio, was blessed with the opportunity to attend Michigan State University, obtain a degree in Merchandising Management and play football. Having been coached by a great coach, Matt learned the importance of hardwork, perseverance and having a gameplan. Matt has been in the investment industry since 2002 in various roles and has worked hard to provide the best advice to his clients. From 2003 to 2014, Matt learned much through running his own financial planning business. Always striving to continue learning and further education, Matt obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2012. In 2014 Matt was blessed with the opportunity to work for a great financial advisor which helped him hone his skills and processes. Feeling led to make a difference and fight back against the unsettling changes we all have been facing, in 2021, Matt partnered with Inspire Advisors. Matt believes everyone should have a strong gameplan and should be able to have investments that align with their values. Outside of work Matt enjoys spending time with his beautiful wife, 2 daughters and son. Matt has coached and continues coaching various sports for his kids. Matt and his family volunteer at and attend Faith Life Church.
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Specialties and Expertise

3
Portfolio Construction
Retirement Income
Tax Minimization Investment Strategies

Clientele

7
Retirees
Inheritors
Business Owners
Doctors
High Net Worth Individuals
Corporate Executives
Healthcare Workers

Credentials and Designations

1
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Certified Financial Planner™

Education

1
Michigan State UniversityBS Merchandising ManagementYear Obtained: 2001
Quick Facts About Matthew
Years of Experience:23 yearsMember since:2023Average Account Size:$187,000Number of clients:130

Services Provided

How I help my clients

Financial Planning

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Investment Management

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Tax Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Columbus, OH
Matthew Bonito
Financial Advisor
Partner/Advisor at
Inspire Advisors - UMG
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Advisor Disclosure
Investment Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC.