RBC Capital Markets
47yrs
Top advisor by experience in Cleveland
25yrs
Matthew Olver has worked in the financial industry for 25 years and is a financial advisor based in Cleveland, Ohio. After 15 years at Spero-Smith Investment Advisers, Matthew joined Cerity Partners in 2016, a firm offering financial planning, investment management, and private fund management. Matthew holds the CFP® designation.
At a glance
Experience25 years (since 2001)
How that compares ?Top 18% by experience at Cerity Partners
Office50 Public Square Suite 2700, Cleveland, OH 44113
FirmCerity Partners
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$4.57 million
Advisors at the firm762
States licensed ?1 state
Services through Cerity Partners
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
None listed.
Career
- 2016 – nowCerity Partners LLCCurrent firm
- 2001 – 2016Spero-Smith Investment Advisers, Inc.Previously
Contact Matthew
(212) 850-4260Firm headquarters in New York, NY. Ask for Matthew. 50 Public Square Suite 2700Cleveland, OH 44113Office · Get directions
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Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Cerity Partners at (212) 850-4260 and ask for Matthew Olver. Matthew works from the Cleveland, OH office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2001, about 25 years. Top 18% by experience at Cerity Partners.
What licenses does Matthew hold?
No exams are listed on the official record.
Is Matthew a fiduciary?
Matthew is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Matthew paid?
Cerity Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. 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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