MATTHEW MAXCY
Venturi Private Wealth
As a Certified Exit Planning Advisor (CEPA®), Matthew Maxcy 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 Maxcy - CEPA, MBA, PMP - Venturi Private Wealth - Austin, Texas, city=Austin, display_country=United States, hs_object_source_label=IMPORT, url_slug=matthew-maxcy, lname=Maxcy, designations=[CEPA, MBA, PMP], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20APRIL%202021/Matthew-Maxcy-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-MASTERclass-April-2021.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394732, cohortium_profile_title=Matthew Maxcy | Wealth Manager at Venturi Private Wealth | CEPA Connect Member, state=Texas, hs_was_imported=true, id=2835595312, designations__text_=CEPA, MBA, PMP, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Matthew Maxcy, email=matthew@venturiwealth.com, cohortium_meta_description=Connect with Matthew Maxcy, a specialized Wealth Manager working with Venturi Private Wealth based in Texas. Credentials include: CEPA, MBA, PMP., associated_contact_record_id=4520001, website=https://venturiprivatewealth.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20APRIL%202021/2874_Maxcy_CEPA-Certificate-2021-APR-MC.pdf, is_editable=editable, url_slug_2=matthew-maxcy, impersonate_user_url=https://exit-planning-institute.org/member-detail/matthew-maxcy?impersonation=true, full_name=Matthew Maxcy, hs_lastmodifieddate=1764932302767, phone=(512) 220-2043, company_name=Venturi Private Wealth, name=Matthew, hs_object_id=2835595312, associated_resources=0, hs_object_source=IMPORT, postal_code=78727, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=26688115}
- Advisor Type: Wealth Manager
- Website:
https://venturiprivatewealth.com/ - Phone: (512) 220-2043
- City: Austin
- State: Texas
- Postal Code: 78727
- Country: United States
- Designations: CEPA, MBA, PMP
- Markets Served:
- Company Name: Venturi Private Wealth
