Matthew’s Approach
Matthew T. Zion
CFP®
Financial Advisor / Member Owner
Overview
Matthew “Matt” Zion serves as a financial advisor in our Columbia, South Carolina, office, where he focuses on helping small business owners build and protect their financial futures. As a CERTIFIED FINANCIAL PLANNER® professional, Matt guides individuals and families through comprehensive financial planning that includes wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
He entered the financial services field in 2019 and previously worked as a financial advisor for Paragon Financial Advisors before the firm joined Savant in 2023. He holds a bachelor’s degree in chemistry and a bachelor’s degree in geology from the University of Colorado Boulder.
Matt has a passion for the outdoors and has completed the Triple Crown of Hiking by traversing the full Appalachian Trail, the Pacific Crest Trail, and the Continental Divide Trail. When he isn’t navigating long-distance trails, he enjoys life with his wife, their sons, and their energetic German shorthaired pointer.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Family Office Services
Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.
Equity Compensation
Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.
Tax Advisory & Preparation
Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.
Education
- University of Colorado Boulder
Bachelor of Arts in Chemistry
Bachelor of Arts in Geology
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.