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

Edward Jones - Financial Advisor: Matthew Borzio

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Doylestown, PA
Edward Jones - Financial Advisor: Matthew Borzio

Edward Jones is a financial-services firm dedicated to serving the needs of individual investors.

Member SIPC

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 indiv

idualized 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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05/04/2026

Market volatility is unpleasant. Also fact: The more you know about it, the less unpleasant it can be. Check out these 10 volatility facts to help keep volatility in perspective and your goals within reach.

Volatility is part of the investment experience, but the longer an investor holds stocks, the greater the potential for an overall positive return.

04/27/2026

If you’re concerned about recent market headlines, you’re not alone. Our Quarterly Market Outlook looks beyond the headlines to explain recent volatility, economic conditions and opportunities that may matter for long-term investors.

As always, I’m here to discuss how this outlook connects with your personal goals.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/20/2025

Our investment strategists break down the latest on the health of the U.S. economy, equities, bonds and international markets. They also discuss artificial intelligence (AI) and its impact on the markets and economy.

Our investment strategists provide Edward Jones’ perspective on the economy and the markets, and what it may mean for your portfolio.

10/17/2025

At Edward Jones, we believe wealth transfer is more than transferring assets—it's about preparing the next generation to thrive.

That’s why Edward Jones’ own Tom Lewandowski, Principal and Head of High Net Worth Segment, spoke with Investment News about the importance of preparing heirs to steward wealth responsibly.

Let’s talk about how you can prepare your family—not just financially, but holistically—for what’s ahead.

With an estimated $84.4 trillion in assets expected to be passed down through generations through 2045, families today need to have more urgency than ever before when it comes to financial planning and navigating family dynamics.

09/08/2025

Planning ahead with an estate strategy, can help you take care of your children and their future.

Does your estate plan cover your children? Planning ahead with an estate strategy, can help you take care of your children and their future.www.edwardjones.com/us-en

08/04/2025

Despite early volatility, markets hit new highs in mid-2025. So what's ahead? Our Senior Global Investment Strategist Angelo Kourkafas shares insights on growth expectation, inflation, interest rates and where to focus your investment strategy in the second half of the year.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

04/28/2025

Let’s face it, there are plenty of reasons NOT to invest right now (just turn on the news). But despite headlines full of reasons not to, there is one powerful reason to jump in—it’s historically been profitable in the long run.

Staying invested in stocks despite negative news has historically been profitable.

04/21/2025

With headlines changing as rapidly as the market, there's a lot to digest in the current landscape. Our Principal, Head of Investment Strategy Mona Mahajan looks at the near-term and long-term impacts of current and potential tariffs have on the market volatility we're in experiencing.

04/10/2025

Markets will always go up and down, but we believe quality investments are more likely to overcome temporary challenges and ultimately help you meet your financial goals.

Read through the benefits

10/03/2024

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.

Are your investments causing too much capital gains tax? Understanding capital gains and how they’re taxed is key to potentially reducing your capital gains tax burden.www.edwardjones.com/us-en

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

Website

https://www.edwardjones.com/matthew-borzio

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