Matthew Novak, CFP® in

Matthew Novak, CFP®

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Managing Director - Financial Advisor at Harbor Investment Advisory
📍 Baltimore, Maryland, United States

Matthew Novak is a Managing Director and CERTIFIED FINANCIAL PLANNER™ at Harbor Investment Advisory. Recognized as a Forbes Best-in-State Wealth Advisor for 2026, he leverages his expertise to guide clients. He holds a Bachelor of Science from Vanderbilt University.

Outside of work, Matthew is actively involved in his community, serving as the Advisory Board Co-Chair for the Chesapeake Bay Outward Bound School. This role highlights his dedication to non-profit leadership and supporting outdoor education for youth.

He was named to the 2026 Forbes Best-In-State Wealth Advisors list, compiled by SHOOK Research.

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Experience
21 Years
Current Role
Managing Director - Financial Advisor
Job Level
Mid-senior
Location
Baltimore, Maryland, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Matthew cares about

Wealth Management
As a Managing Director and CERTIFIED FINANCIAL PLANNER™, he specializes in building comprehensive financial strategies for high-net-worth clients.
Community Leadership
He serves as the Advisory Board Co-Chair for the Chesapeake Bay Outward Bound School, demonstrating a commitment to local non-profits and youth development.
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Career

Work history

2-2011
Managing Director - Financial Advisor
Harbor Investment Advisory
8-2005 - 2-2011
Associate - Private Wealth Advisor
Deutsche Bank
In the press

Media appearances

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Education
2001 - 2005
B.S
Vanderbilt University
Education details unavailable
Gilman School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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