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Matthew T. Williams

Matthew T. Williams, CFP®

Vice President | Wealth Manager
Chief Compliance Officer

“A holistic approach to planning empowers individuals to transfer both wealth and values together, leaving a lasting legacy for generations.”

Matt works closely with clients to understand, develop, and implement a comprehensive strategy unique to each family’s investment, financial, philanthropic, tax and estate planning needs. Prior to joining ACIMA Private Wealth, Matt worked as a Relationship Manager at Heritage Wealth Advisors, a Richmond wealth management firm serving high net worth individuals and their families. His primary focus was managing the investment strategy, cash flow, financial and income tax planning needs of the families he served. Before returning to his hometown of Richmond, Matt worked as an Associate Financial Planner at RTD Financial Advisors in Philadelphia.

Matt earned a BS degree in finance from Virginia Tech’s CFP® Certification Education Track, a CFP® Board-Registered Program. Matt is a Certified Financial Planner™ and remains involved with Virginia Tech’s financial planning program, returning to Blacksburg to guest lecture and mentor current students.

Matt serves on the Board of Directors of The Doorways, a Richmond organization providing affordable accommodations for over 8,000 Richmond-area hospital patients and their family members annually. He is also a member of The Dooley Noted Society – a junior board supporting Maymont.

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