Matthew is a Wealth Management Advisor and the founder of The McCormick Group with Northwestern Mutual. He holds ChFC®, RICP®, and CLU® designations, specializing in a dreams-based and planning-driven approach to help clients with retirement and business advisory needs.
A lifelong resident of the Susquehanna Valley, Matthew lives in Mechanicsburg, PA, with his wife and their three sons. He is a family-oriented individual who spends his free time enjoying outdoor activities like golf and fishing.
He has built his own successful practice, The McCormick Group, within the larger Northwestern Mutual framework.
Matthew McCormick, ChFC®, RICP®, WMCP®
Wealth Management Advisor at The McCormick Group - Northwestern Mutual
York, Pennsylvania, United States
Overview
Topics They Care About
Holistic Financial Planning
His firm's mission is to deliver clarity through a dreams-based and planning-driven approach to wealth management, emphasizing a lifelong partnership with clients.
Retirement Income
He holds the Retirement Income Certified Professional (RICP®) designation, signaling deep expertise in creating sustainable income for clients post-retirement.
Tax Strategies
He actively shares content focused on year-end tax strategies, particularly for high-income earners and older adults.
Media Appearances
Matthew has no verified media appearances
Work History
2-2005
Wealth Management Advisor at The McCormick Group - Northwestern Mutual
Education
1999 - 2003
Education details unavailable from Shippensburg University of Pennsylvania
More Information
Social Presence :
Prographics :
Exp : 20
Location : York, Pennsylvania, United States
Job Level : N/A
Designation : Wealth Management Advisor at The McCormick Group - Northwestern Mutual
