Doug Mathey

Doug Mathey's Areas Of Expertise

Doug Mathey, CPA/PFS, MT, has more than 25 years of tax and financial experience working with business managers, corporate executives, retirees and high-net-worth individuals and their families.

He focuses on all areas of private and business wealth management, including tax consulting, planning, investment strategy, compliance and financial and estate planning. He also has in-depth experience with business succession plans and mergers and acquisitions.

Doug provides wealth management services using evidence-based investment strategies, a goals-based approach, and a focus on tax minimization to grow and protect the financial resources of his clients and their families.

Professional Licenses

  • Financial Industry Regulatory Authority (FINRA) Series 65
  • Certified Public Accountant (CPA)
  • AICPA Personal Finance Specialist (PFS)
  • Life and Health insurance agent in the state of Ohio

Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Ohio Society of Certified Public Accountants (OSCPA)

Education

  • Bachelor of Science Degree in Accounting/Finance, Miami University, Oxford, OH
  • Master of Taxation Degree, The University of Akron, Akron, OH

Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor.

By |2018-07-05T11:07:17+00:00August 22nd, 2016|Comments Off on Doug Mathey

About the Author:

Sikich LLP
From accounting, tax and assurance to technology and advisory, Sikich offers a unique formula of professional services to businesses and organizations across the country. By pairing subject matter expertise with the real-world experience gained as entrepreneurial leaders, we provide clarity to your complex challenges and solutions to strengthen every dimension of your business.

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