MATTHEW BARRETTE
Market Square Advisors
As a Certified Exit Planning Advisor (CEPA®), Matthew Barrette is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Matthew Barrette - CEPA - Market Square Advisors - Roanoke, Virginia, city=Roanoke, cepa_since=2016, display_country=United States, cohortium_badges=[cepa-5-year-member.png], hs_object_source_label=IMPORT, url_slug=matthew-barrette, lname=Barrette, designations=[CEPA], hs_object_source_id=28461106, hs_created_by_user_id=44511833, hs_createdate=1663079394660, cohortium_profile_title=Matthew Barrette | Wealth Manager at Market Square Advisors | CEPA™ since 2016 | CEPA Connect Member, state=Virginia, hs_was_imported=true, id=2835716661, designations__text_=CEPA, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Matthew Barrette, email=matt@marketsquareadvisors.com, cohortium_meta_description=Connect with Matthew Barrette, a specialized Wealth Manager working with Market Square Advisors based in Virginia. Credentials include: CEPA., associated_contact_record_id=2038302, website=, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20DECEMBER%202016/608_Barrette_CEPA-certificate_2016-DEC-SD.pdf, is_editable=editable, url_slug_2=matthew-barrette, impersonate_user_url=https://exit-planning-institute.org/member-detail/matthew-barrette?impersonation=true, full_name=Matthew Barrette, hs_lastmodifieddate=1766024036303, phone=(540) 613-8237, company_name=Market Square Advisors, name=Matthew, hs_object_id=2835716661, associated_resources=0, hs_object_source=IMPORT, postal_code=24016, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https:// - Phone: (540) 613-8237
- City: Roanoke
- State: Virginia
- Postal Code: 24016
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: Market Square Advisors
