Matt Maresch, Financial Planner & Social Security Planner
Matt Maresch
Financial Planner, Ashbury Boutique Wealth Management
Professional Profile
Meet Matt Maresch, a trusted Financial Planner and founder of Ashbury Boutique Wealth Management in Wylie, Texas. With over 20 years of experience in financial services, Matt brings a wealth of knowledge and expertise to individuals, families, and business owners seeking comprehensive wealth management solutions. He specializes in Retirement Income, Protection Strategies, and Legacy Planning, ensuring that his clients achieve their financial goals with confidence.
Matt Maresch has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.
Before establishing Ashbury, Matt honed his skills in institutional finance, where he developed trading algorithms and supervised operations for a broker-dealer. His corporate experience at a Fortune 400 financial firm further solidified his expertise in compliance, training, and client strategy. Matt holds several prestigious licenses, including FINRA Series 7, 63, 65, and SIE, along with a State Insurance License, positioning him as a well-rounded professional in the financial planning landscape.
Beyond providing personalized financial advice, Matt is dedicated to empowering others through financial education. He shares insights through his YouTube channel, Retirement Ready Nation, and leads informative workshops on critical topics like Social Security and Extended Care Planning. This commitment ensures that his clients and the community are well-informed and prepared for their financial futures.
Matt earned his bachelor's degree from the University of Nebraska–Lincoln and resides in the Dallas area with his wife, Kelly, who leads the Pilates program at Life Time Fitness. Together, they support their son, Miles, a recent Business Administration graduate and collegiate golfer. If you're looking for a reliable and knowledgeable financial planner and social security expert in North Texas, Matt Maresch is your go-to resource for achieving financial well-being.
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How an NSSA® Certified Advisor Will Help You
An NSSA® Certified Advisor provides the knowledge and expertise needed to maximize your Social Security benefits and help you achieve a secure retirement.
Avoid Costly Social Security Claiming Mistakes
Navigating Social Security rules can be complex, and even small mistakes can cost you thousands of dollars in lost benefits. An NSSA® Certified Advisor ensures you make informed decisions and avoid costly errors.
Holistic Retirement Planning
An NSSA® Advisor integrates your Social Security strategy with your overall retirement plan, ensuring your assets work together to meet your financial goals and a clearer path to a secure future.
Guidance You Won’t Get from the Social Security Office
The Social Security office provides information but doesn’t offer personalized advice or strategies. An NSSA® Certified Advisor delivers tailored solutions based on your unique circumstances and goals.