Edward Jones Financial Advisor: Timothy Matta

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Edward Jones Financial Advisor: Timothy Matta Achieving money and financial goals doesn't have to be complicated or scary, no matter your current situation or starting point. Let’s schedule a time to talk.

For nearly twenty years I helped professionals and executives navigate the dynamic world of corporate and startup America and realized how much fun I have providing value and finding solutions for my clients. I learned hard lessons about money and finances growing up and my resulting passion for personal finance, macro-economics and markets drew me to a career helping others make things simple and transparent. Early experiences sparked a deep interest in personal finance, macroeconomics, and markets—leading to a career focused on making financial concepts simple and transparent for others. Edward Jones’ focus on individuals and families made it the ideal place for me to serve clients by prioritizing what matters most to them. My practice works hard to create a welcoming, approachable and responsive environment where your needs and goals are front and center, leveraging Edward Jones' world class infrastructure to provide personalized strategies - whether you’re just getting started, nearing retirement, or enjoying life after work.
• Helping families with saving, investing, planning and protection strategies.
• Assisting business owners find creative solutions for their teams.
• Unlocking tax free investing opportunities for high income earners.
• Offering a holistic approach to long term financial success

On a personal note, I went to college at Illinois State and grew up in Arlington Heights, Illinois.
• My wife, whom I've known since high school, and I live in Barrington with our two teenage children.
• I care about my local communities and the welfare and well-being of my neighbors.
• Outside of work, I’m passionate about health and wellness, practice CrossFit, enjoy cooking, and value quality time with loved ones. I'd be glad to connect by phone or in person to briefly show how I help clients make confident financial decisions—so you can decide if it’s the right fit for you and your family. Call or email: 847-829-1834 and [email protected]

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth ...
10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and G...
10/17/2026

Edward Jones has been named one of the 2026 Fortune Best Workplaces in Financial Services and Insurance by Fortune and Great Places to Work®.

Behind this recognition are colleagues whose contributions reach our firm and into the communities we serve. Their talent, ideas and dedication shape a workplace where people champion one another and take pride in what they accomplish together.
A culture that attracts talented people, inspires innovation, and helps us deliver on our commitment to serving clients with care and integrity.

Thank you to our colleagues for making this achievement possible. We're proud of their impact, the workplace they shape, and our place among the best in the industry

Disclosure: 2026 Fortune Best Workplaces in Financial Services & Insurance, published October 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4ir7UAR

You’ve poured your heart and soul into your business. But are you ready for what comes next?Whether your goal is to reti...
10/16/2026

You’ve poured your heart and soul into your business. But are you ready for what comes next?

Whether your goal is to retire with confidence, ensure your loved ones are cared for, or pass along what you've spent years building to the next generation, having a solid financial plan can make all the difference.

As a financial advisor with the Certified Exit Planning Advisor® designation, I help business owners think through their next big chapter. If you're ready to start the conversation, I'd be glad to help.

Your business is more than a source of income. It's likely one of your most significant financial assets.As a financial ...
10/15/2026

Your business is more than a source of income. It's likely one of your most significant financial assets.

As a financial advisor with the Certified Exit Planning Advisor® designation, I work with business owners to bring clarity and intention to one of the most complex decisions they'll face: what happens next.

From exit planning to succession strategy to long-term transition planning, I can help design a comprehensive financial strategy that’s right for you.

From stock awards to tax strategies, I can help simplify your executive compensation. Reach out to see how we can work t...
10/15/2026

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

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/14/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/14/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4yp5hnY

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions...
10/13/2026

October is Breast Cancer Awareness Month—a time to stand with survivors, honor those we’ve lost and support the millions of individuals and families affected by breast cancer. This month, we encourage conversations, screenings and shared strength—because no one should face breast cancer alone.

10/12/2026

October Question of the Month:

Could your business operate successfully for 90 days without you?

Most owners envision selling their business someday, whether internally or externally.

Few focus on whether the business can thrive without them, or whether the proceeds from a future sale will actually support the lifestyle they envision.

That's where the Wealth Gap comes in: the difference between what your business is worth today (not what you think it's worth) and what you'll need financially to achieve your personal goals after an exit.

The best exits aren't only about maximizing value. They're about creating options, continuity, and vision for the next chapter.

As a CEPA®, I help business owners explore both the business and personal side of transition planning.

Have you identified your Wealth Gap and created a plan to close it?

Let's connect!

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previo...
10/12/2026

This week marks the fourth anniversary of the current bull market. But what makes this bull market different from previous ones, and does it still have room to run?

Angelo Kourkafas, Senior Global Investment Strategist, shares his perspective on what's helping sustain this bull market and what investors should watch next in the latest Weekly Market Wrap: https://bit.ly/3UncGpR

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1011 IL-22 #1e
Fox River Grove, IL
60021

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