Kovalcik & Geraghty Wealth Partners is a fee-only Registered Investment Advisor with offices in Upper Arlington, OH and Bluffton, SC. We provide comprehensive goals-based financial planning and investment management advice to successful executives and high-net-worth families nationwide. We focus on helping our clients accrue and protect wealth while assisting them in their effort to pass their values and legacy on to future generations. We are a member of The National Association of Personal Financial Advisors (NAPFA), which is an organization exclusively for fee-only financial planners. NAPFA believes, as we do, that objective planning can only be accomplished when an advisor is compensated for providing advice, not selling commission based products.
Planning For What Matters Most
We believe our work is about more than just managing money. As financial advisors and investment managers, we understand that you see your wealth not simply for what it is, but for what it can be. Financial planning is about achieving the goals that matter most to you whether you are still working in your career or are already retired.
Objective Investment Professionals Backed by Strength
From our inception, our professional insight and complete objectivity has served the needs of an exceptional clientele comprehensively and discreetly. Client assets are custodied at Raymond James. Raymond James offers the resources and support of a full-service brokerage firm that is as focused on your goals as we are.
To help clients achieve their family, charitable, professional and financial goals.
A Coordinated, Proactive Approach
Because of the exceptional degree of success you have achieved, you often face unique challenges when it comes to planning for your financial future. Assuming the role of your chief financial officer, we will oversee the various aspects of your financial life. Our collaboration with your other professional advisors enables us to provide you with the most thorough and objective advice possible.
The personal relationships that we develop with our clients give us unparalleled insight into their situation. In turn, our clients place a tremendous level of confidence in us and the work that we do for them.
Matthew G. Kovalcik, CFP, CDFA
Matt received a Bachelor's of Science Degree in Marketing & Business Management from Franklin University in 1993. In addition, he earned the designation of Certified Financial PlannerTM(CFP) in 1997 and Certified Divorce Financial Analyst (CDFA) in 2007. He has nineteen years of experience in the investment and financial planning industry. Recognizing the benefit of fee-based planning, Matt formed what is now known as KGWP in 1998 when he opened a branch office for Raymond James Financial Services in Columbus, Ohio. In 2011 he took the firm one step further to the fee-only platform under which they operate today. Matt is the founder of the firm and co-managing partner.
Matt was a member of Business First’s 40 Under 40 Class of 2007. Matt and his wife, Kris, live in Bluffton, South Carolina with their three children, Mary, Jimmy and Ellie, who suffers from Mitochondrial Disease. Matt's philosophy of “Today will be what I make it” inspired him to start and fund a clinical research trial on Mitochondrial Disease and genetic therapy at The Ohio State University. The goal of the research project is to give affected families hope for a cure.
Stephen P. Geraghty, CFP
Steve formed his financial planning practice in 1993 with the Columbus office of Lincoln Financial Advisors after a two year internship with the firm. In 2005, he created and is currently a Managing Principal with Kovalcik & Geraghty Wealth Partners LLP.
Steve received his Bachelor of Science in Business Administration in Finance and Accounting from The Ohio State University's Fisher College of Business in 1993 and earned his Certified Financial PlannerTM (CFP) designation in 1997. He was a Founding Member of Junior Achievement's Young Professionals Organization and now serves on the Board of Directors for Junior Achievement of Central Ohio whose mission is to inspire and prepare young people to succeed in a global economy. He is also a member of the Columbus Council on World Affairs.
Steve lives in Upper Arlington with his wife, Sally, and their four young children, Carly, Grant, Clare and Ryan.