Matthew G. Kovalcik, CFP®, CDFA® Partner

Matt and his wife, Kris, have three children; Jimmy, Ellie and Mary. Their eldest daughter, Ellie, suffers from Mitochondrial Disease. The family lives according to the mantra “today will be what I make it.” Kris and Matt are passionate about making certain Ellie enjoys quality of life which was the catalyst for the family’s move from Columbus, Ohio to Bluffton, South Carolina in 2011. They enjoy the Lowcountry lifestyle and consider themselves very lucky to live in Bluffton!

Matt has earned the marks of Certified Financial Planner™ (CFP), and Certified Divorce Financial Analyst (CDFA). Matt is currently a second-level (II) candidate for the Chartered Market Technician (CMT) designation, having recently completed Level I. Matt formed Kovalcik and Geraghty Wealth Partners (KGWP) in 1998 in Columbus, OH. He changed the firm’s business model to a Fee-Only platform in 2011 and opened the firm’s second office in Bluffton, South Carolina in 2012.

KGWP operates as a Registered Investment Advisory firm; accordingly, Matt acts as a fiduciary in every client engagement. The “today will be what I make it” mantra is carried over to Matt’s approach to business. He works with his clients in a partnership – ensuring they identify, prioritize and achieve their family, charitable, professional and financial goals.

From 2013-2019 Matt served on the Board of Directors of the Bluffton Boys and Girls Club. Matt loves all things outdoors; in particular, he enjoys boating with his family, cycling, shooting and hunting.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.