“If a man knows not to which port he sails, no wind is favorable”
Seneca the Younger
Our goal is to simplify the complexity of your financial life. With money comes great responsibility. As a trusted lifetime partner to each client, we work to develop, grow, and protect the life you have built. Seneca House Advisors is an independent fee-only firm that works solely for the benefit of our clients. We specialize in full service wealth management and investment management.
Philosophy
Investment
Management
Financial
Planning
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Matt is the founder of Seneca House Advisors and serves as the firm’s Principal and Director of Investments. He oversees the firm’s research and investment activities including strategic wealth planning, portfolio management, risk management, and performance reporting. Prior to founding Seneca House Advisors, Matt was an independent advisor with a large publicly traded broker-dealer.
Matt is a Richmond native and attended Trinity Episcopal School before graduating from Hampden-Sydney College with honors in Economics. At Hampden-Sydney, Matt was a member of the Tiger’s Baseball Team.
Matt has 11 years of industry experience. He is a CERTIFIED FINANCIAL PLANNER™ professional.
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Elizabeth joined Seneca House Advisors in the summer of 2016. She serves as the Director of Financial Planning and Principal of the firm. She oversees all aspects of the financial planning process. Prior to joining the firm, Elizabeth spent 16 years as an independent advisor with a large publicly traded broker-dealer.
Elizabeth is originally from West Virginia but now calls Richmond home. She graduated from Hamilton College and received her masters degree from University of Virginia. She also has a law degree from University of Richmond.
Elizabeth is a CERTIFIED FINANCIAL PLANNER™ professional and Behavioral Financial Advisor.
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Tyler Napier, CFP®, APMA® - Financial Advisor
Dakota R. Collina - Associate Financial Advisor
Alexandra Nelson - Paraplanner
Felix Falcon - Operations Manager
Chenoa Forrester - Administrative Assistant
Contact Us
804.332.6574
5609 Patterson Ave | Ste B
Richmond, VA 23226