Matt Heitman

Since joining Edge, Matt has focused on Corporate Development initiatives including sourcing and analyzing acquisition opportunities or strategic partnerships for the firm. As part of this role, Matt builds and assesses the business cases related to these opportunities so Edge and its partners can understand the financial & operational impacts of participating in these investments. Additionally, Matt is a member of Edge’s consulting practice which provides M&A advisory services to RIAs and large independent teams.

Knowledge
 

SUBJECT MATTER EXPERTISE

We have years of experience and an extensive track record in RIA growth strategy and asset management operations. From time to time, we share this experience in the form of insights.

RIA-Growth-Insights
 

INSIGHTS

9 min read

Building an Acquisition Pipeline for RIAs: A Guide to M&A Success

Picture of Matt Heitman Matt Heitman: January 16, 2024 6:30 PM

Everyone knows that consolidation is a major trend sweeping the wealth management industry. There is no shortage of resources offering guidance on basic M&A topics like valuation, due diligence strategy, deal structure, and post-merger integration....

RIA Growth
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4 min read

Wealth Management 2030: Successful RIAs of the Future Will Look Very Different

Picture of Matt Heitman Matt Heitman: October 4, 2023 12:00 PM

The wealth management industry has changed significantly in the past ten years, but that was just a small taste of what's to come. Looking forward to...

RIA Growth
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optimizing-organic-growth-its-more-than-just-referrals

3 min read

Optimizing Organic Growth: It’s More Than Just Referrals

Picture of Matt Heitman Matt Heitman: August 22, 2023 11:15 AM

Successful organic growth entails more than just one-off referrals, especially when it comes to centers of influence (COI) referrals from...

RIA Growth
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3 min read

Inorganic Growth: Big Gains In Revenue & Clients, Done Your Way

Picture of Matt Heitman Matt Heitman: July 19, 2023 5:00 PM

The odds are that in the next few years, whether you’re a large firm looking to scale or a small practice looking for a strategic partner, a...

RIA Growth
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NEWS
1 min read

Edge Partners™ Launches In-House Marketing Division for Wealth Management Firms: "Edge Creative Growth"

Aug 11, 2022 by PRNewswire

WESTPORT, CT / PRNewswire — Edge Partners™ announced today the formation of a new marketing division called Edge Creative Growth. This new venture...
2 min read

Coppertree Financial Planning — A $230mm AUM New England-Based RIA — Joins Concord Wealth Partners

Jan 19, 2022 by PRNewswire

BOSTON, MA / PRNewswire — Concord Wealth Partners, an Independent Registered Investment Advisory firm ("RIA"), has formed a strategic partnership...
1 min read

Concord Wealth Partners forms Strategic Partnership with Trainer Wright & Paterno CPAs

Feb 1, 2021 by PRNewswire

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable resource, Concord Wealth Partners, an Independent Registered...
1 min read

Concord Wealth Partners Launches Concord Asset Management

Jan 27, 2021 by PRNewswire

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
1 min read

Holistic Wealth Advisor with $155m AUM from Merrill Lynch Joins Concord Wealth Partners RIA

Dec 3, 2020 by PRNewswire

CHARLOTTESVILLE, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Wealth Partners, an Independent...
1 min read

Concord Asset Management Names Mitch York Chief Investment Officer

Nov 16, 2020 by PRNewswire

ABINGDON, VA / PRNewswire — In its mission to become its clients’ most valuable financial resource, Concord Asset Management (“CAM”), an independent...
 

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