Matthew R. Jentner
Partner, Managing Director at Beacon Pointe Advisors
- Role
- Partner, Managing Director at Beacon Pointe
- Location
- Akron, OH, US
- LinkedIn followers
- 500 followers
About Matthew R. Jentner
I help high-net-worth individuals and families make the most informed decisions related…
Experience
Partner, Managing Director
Jun 2025 — Present · Akron, OH, US
On June 30, 2025, Jentner Wealth Management joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Skills
- Commercial Lending
- Retirement Planning
- Accounting
- Financial Analysis
- Wealth Management
- Asset Management
- Strategic Financial Planning
- Cash Management
- Tax Preparation
- Credit Analysis
- Tax Returns
- Cash Flow
- Financial Statements
- Finance
- Loans
- Investments
- Estate Planning
- Financial Planning
- Personal Financial Planning
- Banking
- Cpa
- Corporate Tax
- Credit
- Small Business
- Tax
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