Plan for Your Financial Future,
Starting Today

Our team is committed to helping you make your dream retirement a reality.

Our Team

At Medalist Wealth Management, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

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Matthew Eilers Founder & Private Wealth Advisor

Matthew Eilers

Founder & Private Wealth Advisor

Matt is the founder of Medalist Wealth Management and serves his clients as a private wealth advisor. Matt has been immersed in financial services since 2008 and since 2012 in advisory services with a focus on retirement planning. He spent over 15 years coaching and consulting with industry advisors on financial plan construction, product strategy, case design, strategic financial planning, practice management, and relationship management. As the “advisor to the advisor,” Matt developed a passion for helping retirees implement sound financial plans. Matt is a strong believer in building a well constructed financial plan before selecting specific financial tools or vehicles. Medalist Wealth Management heavily utilizes technology in the numerous client planning, investment, and relationship processes.

He graduated from Ferris State University with a BS in Business and Marketing. He’s passed exams such as the Series 7 and 66, as well as obtained life, accident and health insurance licenses in the state of Michigan. He resides in Ada with his wife Stephanie and their three sons, and is a very active golfer.

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Instant Download

Times change — are stocks and bonds still enough?

With inflation rising and lower rates, more people are turning to fixed index annuities to de-risk their assets. In this free, 12-page download you’ll learn more about:

  • Why annuities may or may not be a good fit for you
  • How fixed index annuities actually work
  • How fixed index annuities balance risk

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Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

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IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Medalist Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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Come Meet with Us

To learn more about Medalist Wealth Management or to schedule a no-obligation meeting, contact us today!

  • By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.
  • This field is for validation purposes and should be left unchanged.