Matt Lugar, CFP®, CIMA®, ChSNC®, QKA

Professional

Matt is a Senior Wealth Management Advisor at Kathmere Capital Management, where he works closely with individuals and families to help them make thoughtful, confident financial decisions. With more than 20 years of experience across investment management, retirement planning, and private wealth advisory, Matt has guided clients through a wide range of meaningful financial milestones.

He is committed to helping clients benefit from thoughtful, holistic financial planning paired with disciplined investment management. Matt brings a thoughtful, relationship-driven approach to his work, helping clients navigate complexity with greater clarity and confidence.

Matt earned his Bachelor of Science in Finance and Economics from the University of Delaware and his MBA from Villanova University. He also holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Special Needs Consultant (ChSNC®), Qualified 401(k) Administrator (QKA), and Certified Investment Management Analyst (CIMA®) designations. He completed the CIMA® certification program through Yale University.

Personal

Outside the office, Matt is committed to giving back to his community. He serves on the Board of Trustees for the Denise Lugar Scholarship Fund and coaches the Angels All‑Abilities baseball team, supporting kids with special needs.

Matt lives in Wayne, Pennsylvania, with his wife, Sarah, their three kids—Matt Jr., Will, and Lilly—and their dog, Pax. When he’s not working, he loves traveling, skiing, spending time with family and friends, cheering on the Phillies and Eagles, and making trips to the Jersey Shore.