Planners

Matthew G. Kovalcik, CFP®, CDFATM

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 is an avid cyclist, tri-athlete and golfer. He was a member of Business First’s 40 Under 40 Class of 2007.  Matt and his wife, Kris, split time between Bluffton, South Carolina and Powell, Ohio 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.

2074 Arlington Avenue, Upper Arlington, OH 43221    Phone: (614) 222-4888    Fax: (614) 222-4888    Email: sgeraghty@kgwp.com