The Meredith Group

Matthew Snider, CFP®

Senior Vice President & Branch Manager

Since joining Hefren-Tillotson in 1999, Matthew has worked exclusively within The Meredith Group. His responsibilities have included introducing Hefren-Tillotson’s investment advisory services, managing the workflow within The Meredith Group’s team of advisors and working closely with clients.

“I enjoy providing sound financial advice to our clients regarding their retirement planning, estate planning, wealth management and insurance protection strategies,” Matthew says.

He holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards and is a Registered Representative. Matthew is also Life, Accident and Health licensed.

Prior to joining Hefren-Tillotson, he worked as an actuary assistant for a large insurance company. From there, Matthew joined an established money manager in Rockville, Maryland, as an Investment Manager Assistant, where he received his Registered Paraplanner designation from the College of Financial Planning.

Graduating Magna cum Laude from the University of Pittsburgh with a major in Mathematics, Matthew was born and raised in Greensburg, Pennsylvania, where he lives with his wife, Megan, and their children.

He is involved in his local community, is an active participant in his church, and enjoys staying physically active by competing in marathons, including the Boston and New York Marathons.

Matthew is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Send Message
Ready to take the first step toward your financial future?
Send Matthew a Message
Matthew is available to help you with your investments and answer your questions.
Send Matthew a Message
Send a Message to
Matthew Snider
and take the first step towards your financial future.
  • This field is for validation purposes and should be left unchanged.

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

What can we help you find?