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Edward Jones - Financial Advisor: Matthew T Hoekzema

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Milford, OH
Edward Jones - Financial Advisor: Matthew T Hoekzema

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While preparing for my business career, I had the privilege of serving as an intern with an Edward Jones office in northern Indiana. Dan Smilek joined in 2024.

That internship with Edward Jones validated my career path and I moved to St Louis, Missouri, to work in the Edward Jones home office. In 2014, I began my financial advisor career and relocated to Cincinnati, Ohio. Our practice serves a select group of successful professionals, business owners, and retirees who, among other things, aspire to a work-optional lifestyle. Through meaningful relationships with our clients, we've developed and refined our process to help put the pieces of your financial puzzle together. Our process consists of four parts – we help you identify, build, protect and help you stay on track for your financial success, while learning what is important to you, and why. I was named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State in Ohio.*

I enjoy being part of the community and giving back. I am a board member of the Little Miami River Chamber Alliance, member of Clermont County Chamber, volunteer with local H.S. with their DECA programs, and volunteer with the Alzheimer's Association, Ducks Unlimited. My wife, Hannah, and I have three sons, Theo, Frankie and Louie. We enjoy being outdoors, boating, hiking, snowboarding, doing home improvements, personal fitness, golf and participating in virtually anything competitive. Hannah and I were both collegiate athletes (volleyball and football). Branch Team
Jessica Schulte joined the team in 2023. Jessica and her husband, Tanner, live in Goshen with their three kids, Thomas, Eloise and Hazel. In their free time, they enjoy spending time with their kids, church and community. He is excited to bring 15 years of banking knowledge to the team. He came to Cincinnati in 2008 along with his wife, Krista. They added their daughter, Samantha, to the family in 2012. My team is committed to providing you with the highest level of professional service. Our mission is to become your trusted partner on your financial journey.

*2025 Forbes Top Next-Gen Wealth Advisors Best-in-State for Ohio, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
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10/31/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/26/2026

Markets are weighing three key forces right now: elevated oil prices, higher-for-longer interest rates and growing questions around the sustainability of AI-driven investment.

James McCann, Senior Economist, explores how these trends are influencing markets, what's supporting the economic outlook, and what investors should keep in focus in the latest Weekly Market Wrap.

https://bit.ly/48gHUSV

A summary of last week's market highlights and economic news.

10/26/2026

The recently announced 2027 Social Security cost-of-living adjustment (COLA) may provide added flexibility for some retirees. But understanding how changes to Social Security fit into your overall retirement income strategy is just as important as the increase itself.

If you're thinking about how Social Security, portfolio withdrawals and other income sources work together in retirement, I'm here to help you evaluate your options and create a strategy that aligns with your goals. Click to read more in the article below:

Social Security announces 2027 cost-of-living adjustment for benefits

10/25/2026

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.

10/23/2026

The market story is often bigger than the headlines. Our Quarterly Market Outlook looks beyond the headlines and provides Edward Jones’ perspective on the economy, the markets, and what it may mean for your portfolio.

Learn more here: https://bit.ly/47GJT2G

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

10/22/2026

For many people, a workplace retirement plan is where their investing journey begins. That's why we're continuing to invest in workplace retirement solutions that help financial advisors support business owners and employees as they work toward greater financial fulfillment. Learn more: https://bit.ly/3UBmKf7

With new retirement plan management solution, Edward Jones will equip financial advisors to best serve business owners and their employees.

10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/19/2026

Market leadership has shifted in October, with investors rotating from technology and AI-focused stocks toward value-oriented and more defensive sectors amid concerns about rates, debt levels and growth expectations.

Mona Mahajan, Head of Investment Strategy, shares her perspective on what's driving the recent market rotation, why the broader fundamental backdrop remains constructive, and what it could mean for investors in the latest Weekly Market Wrap: https://bit.ly/4sbUtIi

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.

Address

790 Lila Avenue
Milford, OH
45150

Opening Hours

Monday	8am - 5:30pm
Tuesday	8am - 6pm
Wednesday	8am - 5:30pm
Thursday	8am - 6pm
Friday	8am - 4pm

Telephone

+15138314323

Website

http://www.edwardjones.com/en_US/fa/index.html&CIRN=437618

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