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Stronger relationships. Deeper expertise.

The financial advisory firm built on integrity, stability and a drive to deliver more

Redefining the client-advisor relationship

Our expertise earns your trust. Our integrity keeps it.


Driven by integrity. Fueled by expertise. At Saul Wealth Advisors, our clients expect more—and get it. 

You’re serious about your financial future. We are, too.

Our 8 Points of Planning deliver stability and integrity in every phase of your financial strategy.

That’s why we build our relationships on integrity, expertise and a drive to deliver more.

What we do

Saul Wealth Advisors is the financial advisory firm for clients who understand that building wealth is about more than short-term gains. Our clients are serious about their financial future, and we can match their dedication with expertise and attention to detail you won't find anywhere else.

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Why work with us

There are “insurance” guys. There are “investment” specialists. Then there’s Saul Wealth Advisors. When you work with us, you get a relationship powered by the full planning toolkit.


Stronger relationships

We engage our clients in value-based conversations that build trust and utilize our full range of expertise

 

An 8-point approach

We leverage our 8 Points of Planning to align every aspect of your financial situation behind a full-view strategy

 

Real transparency and objectivity

We put your goals—not a particular financial product—front and center

 
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Meet Matthew J. Saul

Matthew J. Saul, CFP®, CLU®, ChFC®, has more than a decade of diverse expertise with organizations ranging from Smith Barney to the nation’s most respected hedge funds. Matt gives his clients sensible, straightforward advice and uses his background in legal and accounting to have winning conversations with outside advisors. The result? Financial advice that’s exclusive, personal and value-driven.

Learn more about Matt »

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