Matthew E. Heitman, CFP®, CFA, ChFC®, CRPS®, CRPC®

Matthew E. Heitman joined NWMG in August 2025 after serving as Director of Financial Planning at Fi3 and Senior Wealth Planner at Key Private Bank. A University of Cincinnati graduate, Matt holds an impressive array of advanced designations, reflecting his deep expertise in comprehensive financial planning, investment analysis, and fiduciary responsibility.

Passionate about delivering sophisticated, client-centered solutions, he specializes in helping families and business owners navigate complex financial situations in the areas of investment, tax, and estate planning with clarity and confidence. A vocal advocate for entrepreneurship, Matt enjoys mentoring the next generation of business owners to transform vision into action.

He demonstrates what it means to live with a heart of a servant, being a steadfast husband and father of two young children. He is an avid lifelong student of finance, with a constant yearning for knowledge. This trait is also evident in his pastimes as a strategy-game enthusiast and reader.