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Matt Barber

Partner at SignatureFD

Matt Barber is a prominent financial professional serving as a Partner and Wealth Advisor at SignatureFD, a firm specializing in financial planning and investment management for high-net-worth individuals. He has over 15 years of experience in the financial industry, focusing on personalized financial solutions, including retirement planning, estate planning, income tax planning, and risk management.123

Professional Background

Before joining SignatureFD in 2013, Barber worked for five years at Homrich Berg, where he assisted clients with comprehensive financial planning. He began his career as an Analyst at Liberty Street Investment Management. Barber holds both the CFA (Chartered Financial Analyst) and CFP (Certified Financial Planner) designations, which reflect his expertise in the field.124

Education and Community Involvement

Barber graduated from the University of Georgia with a Bachelor of Science in Financial Planning. He has been actively involved in the financial planning community, serving as the President of the Board of the Financial Planning Association of Georgia in 2017. Additionally, he is a member of the University of Georgia Financial Planning Alumni Association and the CFA Society of Atlanta.23

Current Role at SignatureFD

At SignatureFD, Barber leads the Entrepreneur practice, managing a team dedicated to helping business owners navigate their financial landscapes. His approach emphasizes creating coordinated plans that address tax strategies, succession planning, and asset protection.23 Under his leadership, SignatureFD has achieved notable success with a high client retention rate and aims to impact more families through comprehensive financial education and services.3

Barber's commitment to client service and his ability to tailor financial strategies to individual needs have made him a respected figure in wealth management.13

Highlights

Nov 15 · theorg.com
Matt Barber - Partner at SignatureFD - The Org
IN Top Advisors 2024 - Matt Barber - Investment News
IN Top Advisors 2024 - Matt Barber - Investment News
Jan 1 · bizjournals.com
Matt Barber - The Business Journals

Related Questions

What specific strategies does Matt Barber use to help high net worth individuals?
How has Matt Barber's background in corporate finance influenced his approach to personal finance?
What are some success stories from clients Matt Barber has worked with?
How does Matt Barber's role at SignatureFD differ from his previous positions at Homrich Berg and Liberty Street Investment Management?
What makes Matt Barber's approach to financial planning unique compared to other advisors?
Matt Barber
Matt Barber, photo 1
Matt Barber, photo 2
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Location

Atlanta, Georgia