The Joseph Group

Matt Zimmermann, CFP®

Client Advisor
Clifton StrengthsFinder®

Responsibility – Restorative – Analytical – Individualization – Learner

Matt loves developing meaningful, long-term relationships with his clients. He believes there are few opportunities greater than the impact an advisor can have on their clients’ lives. Matt’s passion is understanding the unique needs of each client, providing clarity for their life’s journey, and the confidence they can achieve their goals.

Matt appreciates each core value the Joseph Group stands for, but none more than integrity. A person of integrity is respectful, honest, gracious, patient, responsible, and hardworking. They take pride in their character, their actions, and their work. Matt strives to act with integrity in all aspects of life, personal and professional alike!

Matt received his Bachelor of Business Administration with a specialization in Finance from the University of Cincinnati. He has been working in the financial services industry since 2015 and joined the Joseph Group in 2022. Matt is a CERTIFIED FINANCIAL PLANNER™ professional.

Matt and his wife Lily live in Clintonville with their children, Evelyn and Lucas, and beloved dog Beatrice. Outside of work and spending time with his family, he loves to travel, experience many of the great Columbus restaurants, hike, read, and play as much golf as possible!

Contact Matt Zimmermann, CFP®