Edward Jones: Matt Terwilliger - Financial Advisor

About Us

Thank you for visiting my page. I look forward to seeing if I can help fellow Concord residents. My family has lived here for almost 20 years.

I provide personalized, trusted financial advice to individuals, families and businesses in the community to help them achieve their long-term financial goals. It's important for me to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college, have business needs or are just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

Process
1) Connection: Schedule an introductory meeting when it's convenient for you.
2) Discovery: Learn more about your goals, values, current situation and aspirations.
3) Recommendations: I will evaluate our discovery and goals conversation, then come back with recommendations for your consideration.
4) Execution: Implement recommended and agreed-upon strategies.
5) Regular check-ins: Evaluate your accounts, strategies and new recommendations as your needs evolve. I also want to know how you, your family and any pets are doing!