Matthew Bagell

About Matthew Bagell

Matthew Bagell is committed to BASH Capital’s client first philosophy throughempowering clients as they work toward their financial goals and delivering the guidance andexperience they deserve. His personalized approach while working alongside hisclients keeps their goals as the primary focus. Matthew specializes in retirement,insurance and financial planning services.“Clients are the heartbeat of our company. What’s most important to us, is making surethat they feel confident in the strategies that we have implemented together.”Prior to starting BASH Capital with Scott Shaw, Matthew managed his own financial firmBJL Wealth Management, LLC. Over those 12 years, he developed a wealthmanagement company composed of clients ranging from young business professionalsto retirees. Additionally, Matthew established a niche in the retirement plan arena byhelping service numerous 401k plans for his clients.Matthew graduated from George Washington University with a degree in accounting. Hestarted his career as a Certified Public Accountant but followed his passion into financialplanning thereafter. His Series 7 and 66 securities registrations are heldwith LPL Financial, as well as insurance licensed in AZ, CA, DE, FL, ME, NC, NJ, NY,PA, SC, and VA. As an active member of the community, Matthew hashelped start the networking groups YB Connected and the Doctors Advisory Alliance.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above.Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Chief Financial Officer, Partner

   Bash Capital

   Sep 2020 — Present · Ardmore, PA, US

   BASH Capital is comprised of a synergistic approach to wealthcare, the marriage of wealth management and financial planning. Our goal is always to maximize the impact and value tailored to the individuals, companies, and families we serve. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to help keep you on track toward a meaningful and purpose-driven financial future.

Education

• The George Washington University School of Business

  Bachelor of Accountancy, Accountancy, Finance

  2000 — 2004

Skills

• Finance
• Long-Term Care
• Health Insurance
• Retirement
• Securities
• Estate Planning
• Mortgage Lending
• Investment Management
• Wealth Management
• Disability Insurance
• Financial Services
• Insurance
• Strategy
• Financial Advisory
• Accounting