Why Use This Tool?

Our Goal: Helping You Plan Well to Live Well
Our goal is to help you plan well to live well throughout life. Your Wealth Advisory Team will work with you to help you grow and protect your assets. Long-term financial success does not happen by chance. It is charted and managed carefully with a financial plan that is steady over time, yet flexible enough to meet both your long-term goals and be strategically responsive to change. We know that managing your wealth requires a holistic approach, because many of the underlying issues are interconnected, each often affecting other areas of your life and finances.

Our Team Approach: Wealth Advisory Services
As a Certified Financial Planner© practitioner, I am one of several specialists that will be a part of your Wealth Advisory Team.  Other Team Members may include an investment specialist, an estate planning specialist and a relationship manager who will coordinate our efforts on your behalf.  We serve you by examining your circumstances from every angle and creating a comprehensive financial strategy that responds to your needs as a whole.

At Key Private Bank, Financial Planning is a Wealth Advisory Service that is provided as part of a Key Private Bank Relationship.  Please contact us to schedule an initial complimentary consultation and to learn more about becoming a Key Private Bank client.

Our Heritage: A Century of Trust
Key Private Bank has served multiple generations of families and individuals like you. Our perspective on wealth management is rooted in a more than century long heritage in banking, trust and investment expertise.

Matthew J. Stewart is a Senior Financial Planner and Vice President with Key Private Bank in Columbus, Ohio. Matt is an experienced, credentialed individual who offers sophisticated financial planning to our advisors and clients. Matt has been a financial advisor since 1997 and joined Key Bank in July 2009. Matt enjoys being the client’s trusted advisor and the one who, not only helps them achieve their dreams, but also is the one they turn to and rely on to help them through their toughest challenges they encounter on the journey of life.

Matt was named to the list of "Best Financial Advisers for Doctors" in 2011 and 2012 by Medical Economics magazine.  Matt has had articles published in The Columbus Dispatch, Business First of Columbus and The National Underwriter magazine. He has helped business owners and family owned businesses gain a better understanding of their unique needs through workshops and seminars and he has given presentations on financial and estate planning for families with special needs children.

Active in his profession and the community, Matthew is a past President of the Financial Planning Association of Central Ohio, having served as a board member from 2006-2012. Matt is currently serving as a regional board member of the Make A Wish Foundation of Ohio, Kentucky & Indiana.

Matthew lives in Powell, Ohio with his wife, Michele, and their two children.  Hobbies he enjoys are:  Tae Kwon Do (having earned the rank of 2nd degree black belt); Golf; and the Shooting Sports.