A Personalized Approach to Financial Planning
We understand that every client has a unique story and distinct financial aspirations. Our process is far from one-size-fits-all. It begins with a genuine conversation where we listen to your needs and goals. By analyzing your current financial plan, we identify areas for improvement and develop strategies tailored specifically to you. Our goal is to create a plan that resonates with your life and reflects the understated yet abundant wealth of the Lowcountry.
Embracing Community and Growth
Our roots are firmly planted in the community we serve. We cherish the relationships we build with our clients. Our aim is to foster growth not just within individual portfolios but within the community as a whole. By supporting local initiatives and understanding the unique financial landscapes of our clients, we contribute to a vibrant and prosperous Lowcountry, reflecting the values and aspirations of those who call it home.
Mathew Cremeans
Financial Advisor
Hello, I'm Mathew Cremeans, a native of Huntington, West Virginia, now calling the beautiful city of Savannah my home since 2006. With a Bachelor of Business Administration from Marshall University and having graduated from Leadership Southeast Georgia and Leadership Savannah, I've always been passionate about engaging with and contributing to my community. Serving on various non-profit boards and endowment committees has been a rewarding part of my journey.
My career began with a large national firm where I had the privilege of mentoring many advisors, eventually earning a partnership. Now, I focus on understanding the full financial landscape of my clients before offering advice. I believe in using my experience and network to craft comprehensive financial solutions, from long-term planning to estate and tax strategies.
Living on Wilmington Island with my wife Londe and our daughters, Evie Kate and Elouise, life is full of adventure. Coaching my girls in basketball and volleyball keeps me on my toes, while my love for travel and fly fishing often leads me to explore new waters, though I always appreciate the serene saltwater marsh of the Lowcountry.
For me, financial planning is more than just numbers. It's about understanding your story, how you've built your wealth, and how I can help you pass on that legacy in a meaningful, efficient way. Let's work together to make that happen.
Jenny Gould
Client Relationship Manager
Hi, I'm Jenny Gould, a Savannah native with a deep-rooted passion for the financial services industry. Over the past 15 years, I've had the privilege of working alongside Mathew as his partner for the last nine years at a large national services firm. Today, I wear many hats as the office manager, CEO, and a go-to resource for our clients. My background as a Financial Paraplanner Qualified Professional, combined with a Master’s Degree in Counseling Psychology, enables me to connect with clients on a meaningful level.
Living on Wilmington Island with my husband Danny, our two wonderful kids, Zachary and Jenna, and our dogs Dee and Miranda, life is vibrant. Zachary keeps us busy with his involvement in soccer, basketball, and football at TIMA, while Jenna is poised to start her Master’s program in Ecology at UGA in 2025. I find balance in yoga and love experimenting with new recipes in the kitchen.
For me, each day is an opportunity to be there for our clients, who are more like friends. Whether it's a simple question or a complex task, my goal is to make sure they know they have someone here to support them. It's the relationships we build that make coming to work each day truly rewarding.