Edward Jones - Financial Advisor: Matthew Borzio

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Edward Jones - Financial Advisor:  Matthew Borzio Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

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I am a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Sara Oakes and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office or visit www.edwardjones.com/matthew-borzio for more information.
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Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managin...
10/18/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a m...
10/16/2026

From equity awards to diversification, I can help you make the most of your executive compensation strategy. Send me a message to schedule a consultation.

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a str...
10/11/2026

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk a...
10/09/2026

Executive compensation can be complex. I can help you make informed decisions about your financial future — let’s talk about your options.

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today wh...
10/04/2026

Building wealth takes thoughtful planning. I help families in our community develop strategies to manage wealth today while preparing future generations for tomorrow. Reach out to learn more.

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out ...
10/02/2026

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your ...
09/27/2026

Creating wealth is about planning for the future. I can help you explore strategies to manage, protect and pass on your wealth. Let’s discuss how a financial plan can make all the difference.

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s...
09/25/2026

I can help you explore strategies for managing equity compensation, diversification and long-term wealth planning. Let’s talk about your options.

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.
09/20/2026

I offer advanced services to help simplify your financial life. The time to shape your legacy is now — let's connect.

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work t...
09/18/2026

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work together.

Address

140 S Clinton Street Apt 2
Doylestown, PA
18901

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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