About

Matt has worked in the investment industry for over 30 years, with experience in portfolio management and equity analytics at Wilshire Associates — and the valuation of private businesses at a CPA firm. He was also the co-founder of Northwest Investment Counselors in 1998. As a financial advisor with the Wealth Enhancement Group, Matt leverages his extensive understanding of fundamental and quantitative analysis to develop customized solutions to suit each client’s individual situation. 


In his free time, Matt has volunteered with Habitat for Humanity, Dove Lewis Animal Hospital, and the Catholic Youth Organization.

Education

  • MA - Economics, University of California, Santa Barbara 
  • BA - Economics, Claremont McKenna College

Resources from Matthew Roehr

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Current Clients

Contact me via email or me at the top of the page.

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Begin crafting a comprehensive financial plan

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