Matthew Kondrath

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Hello and thanks for visiting!  It says Matthew up there, but you can call me Matt.

I was born on December 12th, 1971 in Derby, Connecticut and raised in Stratford, CT.  Shortly after graduating from Providence College in 1993, my financial services career began in Boston, MA. with Fidelity Investments.

My wife, Kelly, and I have lived in Palm Beach County Florida since 2001, been married since 2002 and are blessed with two amazing children, Amanda and Benjamin. The Kondrath family is an active one that enjoys all sports especially golf, volleyball and baseball as well as traveling, fishing, volunteering and movies that make us laugh!

Education & Licensing

  • Graduated Providence College in May 1993 with a B.S. in Sociology
  • Securities licensed since 1997
  • Series 6, 7, 63, 65, Life, Health, Fixed and Variable Annuity


Now in my 25th year in the Financial Services industry, I have come to recognize most people seek a Financial Coach for help:

  • Making smart decisions with their money
  • Growing and Protecting their assets
  • Mitigating taxes
  • Taking care of their loved ones
  • Maintaining their lifestyle and dignity once retired or in a ‘work optional’ phase of life

Financial Planning & Asset Management

To achieve these goals I develop comprehensive financial plans and handle all aspects of investment portfolio development, research management and monitoring while personally handling appointments.

This involves reviewing all areas of a persons financial situation including their income, expenses, assets, liabilities, Estate Plan, Insurance, emergency funds, taxable and tax deferred retirement accounts.

Managing this fee-based practice as an independent financial advisor allows me to put my client’s needs first with virtually no conflicts of interest.

No need for paralysis by analysis, Let's talk!

Phone (561)276-1700