Matthew Tardugno, MBA, CRPC®

Matt brings a relationship-first approach to financial planning, grounded in a belief that great advice starts with truly understanding the people he works with. Raised in upstate New York, he was introduced to the industry by a family member and quickly discovered his calling in the personal side of the business, where building meaningful connections is at the heart of everything he does.

After launching his career at UBS, Matt developed his craft in retirement planning and long-term wealth management. He partners with clients to create thoughtful strategies that support the retirement they have worked hard to earn, helping them move forward with clarity, confidence, and peace of mind.

For Matt, great financial planning goes beyond the numbers. It’s about being someone his clients can truly count on. He’s known for being accessible, genuinely listening, and making sure every person he works with feels valued, supported, and heard throughout every stage of the process.

When he is not working with clients, Matt enjoys golf, hockey, and time spent with family and friends on the lake. A lifelong  New Yorker at heart, he is a devoted Rangers and Giants fan.

I am licensed and registered to offer products and services in SC. Licenses and registrations will vary. Domiciled in NC.

Check the background of this registered representative on FINRA’s BrokerCheck