Mat Parsons, CRPS® AIF®

Wealth Advisor

Mat serves as one of our Private Wealth Advisors and as our Director of Retirement Benefits where he oversees the administration of retirement benefit plans, including 401(k)’s, pension plans, and other retirement savings programs.

In his role, he most enjoys the service involved with supporting business owners as well as their employees, making complicated concepts easily understood and followed. He thoroughly enjoys cultivating close-knit relationships and seeing those that he works with manage their goals in all aspects of life.

Mat has been in the financial services industry since 2016, starting as part of the wealth team at Citizens Bank in Greater Philadelphia before joining IWP. He is a Chartered Retirement Plans Specialist (CRPS®) from the American College of Finance as well as an Accredited Investment Fiduciary (AIF®). He holds his FINRA series 6, 7, and 63 through LPL Financial, his series 65 through Private Advisor Group, and his Life and Health Insurance licenses for the state of PA.

Mat, his wife Brianna and their three children live in the Lower Macungie area and are actively involved in their church, Cedar Crest Bible Fellowship.  Mat thoroughly enjoys spending quality time with his family, as well as a periodic round of golf.

- BrokerCheck