MD
MD

Matthew William Diers

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

275 Hess Boulevard, Suite 100, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew is an investment advisor representative (IAR) with Faithward Advisors, LLC, dedicating full-time hours to this role. He also serves as a board member for the nonprofit Aunt Mary's House, spending minimal time on this activity.

Employment History
Current Registrations
LPL Financial LLC
October 2025 - Present · 4 mos
LPL Financial LLC
October 2025 - Present · 4 mos
LPL Financial LLCBroker
October 2025 - Present · 4 mos
Faithward Advisors, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Osaic Wealth, INC.Broker
October 2024 - October 2025 · 1 yr
American Portfolios Financial Services, INC.Broker
May 2022 - October 2024 · 2 yrs 5 mos
State Registrations5 states
FLMINCNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Matthew William Diers - Financial Advisor | TrueAdvisor