Matthew DeMartino CLU® ChFC® in

Matthew DeMartino CLU® ChFC®

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Managing Partner and Financial Planner at Integrated Wealth Advisors
📍 Vienna, Virginia, United States

Matthew DeMartino is a Managing Partner and Financial Planner at Integrated Wealth Advisors with over 15 years of experience. A Forbes "Top Best-in-State Financial Security Professional, " he holds CLU® and ChFC® designations and earned a Bachelors in Economics from Bucknell University, where he began developing his expertise.

Outside of work, Matthew is a passionate Washington D. C. sports fan who enjoys spending time with his family in Herndon, Virginia. He finds relaxation in golfing and traveling with his loved ones, balancing his professional commitments with personal interests and family life.

Unique fact: While at Bucknell University, he was both a kicker for the football team and an upright bass player in the universitys orchestra.

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Experience
15 Years
Current Role
Managing Partner and Financial Planner
Location
Vienna, Virginia, United States
Personality Overview

How Matthew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Matthew cares about

Holistic Financial Planning
His firm, Integrated Wealth Advisors, focuses on creating personalized roadmaps that integrate every facet of a client's financial life, a core tenet of his professional philosophy.
Financial Wellness Education
He provides worksite financial wellness education to employers across the U. S. and finds the teaching experience to be very rewarding.
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Career

Work history

Managing Partner and Financial Planner
Integrated Wealth Advisors
3-2009 - 11-2024
Financial Planner
Prudential Advisors
In the press

Media appearances

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Education
2003 - 2007
BA
Bucknell University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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