Matt Foederer
Matt Foederer is the Director of Portfolio Management & Trading, bringing years of hands-on experience in investment management, market analysis, and trade execution. With a disciplined, research-driven approach, he oversees daily trading activity and contributes to portfolio strategy designed to help clients grow and protect their wealth.
Matt has spent the majority of his career navigating global financial markets, developing deep expertise across equities, fixed income, and multi-asset strategies. He is Series 65 certified and a graduate of North Carolina State University, where his passion for finance first took shape.
Known for his focus, adaptability, and commitment to continuous improvement, Matt brings a steady, analytical mindset to every market environment.
Outside of work, he’s an avid golfer, dedicated NC State sports fan, and enjoys staying active through running, strength training, and travel.
Meet Our Team
Knowledgeable Professionals Dedicated to Your Success
At Tailored Wealth, we’re passionate about providing specialized service that simplifies the planning process. We put your best interests at the center of everything we do, and we work collaboratively to ensure you have everything you need to pursue the life you deserve. With each of our team members bringing unique skills to the table, we strive to provide thorough, thoughtful, timely advice.
Equipped for Your Success
Through our partnership with LPL Financial, we offer a best-of-both-worlds approach to planning. We are completely independent, so we’re not beholden to proprietary products or solutions, meaning our advice and recommendations are based solely on what’s best for you. At the same time, we get to leverage the robust resources and industry-leading technology from LPL, so you receive our personalized service and guidance backed by the support of a larger organization.
LPL Awards and Recognition
#1 Independent Broker/Dealer
in the United States1
#1 Market Share among 3rd- party providers of brokerage services to banks and credit unions2
Top RIA Custodian in
the United States3
1As reported by Financial Planning magazine, 1996-2023, based on total revenue.
22021-2022 Kehrer Bielan Research & Consulting Annual TPM Report. Based on market share of AUM, revenue, and advisors.
3LPL is ranked the #4 custodian based on Cerulli Associates’ 2022 U.S. RIA Marketplace Report.