Matthew Marcoux, CFP®, EA

I provide expert guidance to families & business owners on their journey to financial success.

Matthew Marcoux, CFP®, EA is a Partner and Senior Wealth Advisor at CandorPath Financial.1 4 He is a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent (EA) who provides expert guidance to families and business owners on their journey to financial success.1 2

With over 19 years of experience in the financial industry, Matthew co-founded CandorPath Financial with the vision of continuing to learn and help clients achieve financial security.4 His expertise spans various areas of financial planning and wealth management.

Areas of Expertise

Financial Planning: Matthew offers comprehensive financial planning services to help clients reach their financial goals.
Tax Planning: As an Enrolled Agent (EA), he is authorized to represent taxpayers before the IRS, indicating his expertise in tax matters.
Retirement Planning: He assists clients in preparing for a secure retirement.
Investment Management: Matthew provides guidance on investment strategies and portfolio management.

Professional Approach

Matthew's approach to financial advising emphasizes:

Personalized Guidance: He tailors his advice to the specific needs of families and business owners.
Long-term Financial Success: His focus is on helping clients achieve lasting financial security and success.
Continuous Learning: Matthew is committed to staying updated with the latest developments in the financial industry to better serve his clients.

Based in Maitland, FL, Matthew Marcoux uses his LinkedIn profile (username: matthewjmarcoux) to share financial insights and connect with clients and professionals in the industry.1 2 3