Matthew B. Schechner
President & Financial Planner
Matthew Schechner, President of Essential Advisory Services, created this firm with one focus in mind: To present goal-focused financial planning that made sense in his clients’ lives rather than follow the traditional script of financial planning.
Most advisors manage portfolios based on benchmarks and product solutions. Instead of following the usual business of financial planning, Matthew chose to focus on building a collaborative and empowering environment where he and his clients work together. This goal-focused approach builds a financial outlook designed to meet goals for the client’s life, family, and future. Every member of Matthew’s team has a different focus, ensuring that a full picture of a client’s financial health is seen at all times.
Capitalizing on his strengths in communication and understanding behavior, Matthew focuses on truth and transparency with his clients. Matthew is constantly planning, adjusting, and communicating with clients regularly to ensure their financial plans are on track to meet their life’s goals.
Matthew began his career as a financial planner in New York City with Gruntal & Co. He then spent several years at Oppenheimer & Co. as a Senior Vice President. For 10 years, Matthew had been a financial planner with National Holdings. In 2019 Matthew launched Essential Advisory Services. Essential Advisory Services is affiliated with B. Riley Wealth, a parent corporation of several financial service companies.