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Advisors / Pennsylvania / Malvern
31yrs

Matthew Wright

Financial advisor at Vanguard Advisers

Matthew Wright has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Malvern, Pennsylvania. Matthew joined Vanguard Advisers in 2000, a firm offering financial planning, investment management, and private fund management. Matthew holds the CFP® designation.

One of 904 advisors with offices in Malvern, and one of 739 fiduciaries.

Malvern, PA 19355CFP®Top 2% by experience at Vanguard AdvisersFiduciary advisor
Call the officeDirections

At a glance

Experience31 years (since 1995)
How that compares ?Top 2% by experience at Vanguard Advisers
Office100 Vanguard Blvd, Malvern, PA 19355
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$416,078
Advisors at the firm2,445
States licensed ?2 states

Services through Vanguard Advisers

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2000 – now

Questions to ask Matthew

Tailored to Matthew’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Matthew

How do I contact Matthew?

Call Vanguard Advisers at (610) 669-1000 and ask for Matthew Wright. Matthew works from the Malvern, PA office.

How long has Matthew been a financial advisor?

Matthew has been in the industry since 1995, about 31 years. Top 2% by experience at Vanguard Advisers.

What licenses does Matthew hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Matthew a fiduciary?

Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Matthew paid?

Vanguard Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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