Skip to main content

Visit: ameriprise.com

 
  Fidant Wealth Partners
A private wealth advisory practice of
Ameriprise Financial Services, Inc.
  • Home
  • Profile
  • Team
  • Insights
  • Calculators
  • Contact
  • Working Together
  • About Ameriprise
  •  
  •  Menu
  •  Log In
Matthew Poulos Ameriprise Financial Advisor

Matthew Poulos

APMA®, CRPC® 
Financial Advisor 
Chartered Retirement Planning CounselorSM
Fidant Wealth Partners
Matthew Poulos Ameriprise Financial Advisor
  • 859.341.1841
  • matthew.k.poulos@ampf.com
  • Introduce Me

News & Featured Insights

How to be confident in your retirement income plan
Year-end tax strategies that could save you money
What to watch for in 2020
Market Update
Why downside protection is critical in your portfolio
Holiday spending as a gauge of consumer financial health

View more Insights

Insurance & Estate (2)
  • All (58)
  • Markets & Economy (19)
  • Retirement (19)
  • Personal Finance & Investing (17)
  • Insurance & Estate (2)
  • Education & Career (2)
  • Tax (5)
Insurance & Estate

Life insurance later in life: The benefits may surprise you

Your 50s and 60s are a good time to revisit your life insurance strategy with your advisor. Read More »
Insurance & Estate

Insurance myths: A new perspective

Understanding the misconceptions around insurance options can help you protect your assets from the unexpected. Review these key insights to plan ahead. Read More »
Market Perspectives
  • After the Close - December 03
  • Before the Bell - December 04
  • Weekly Markets Commentary - December 02
  • Perspectives from Columbia Threadneedle - December 02
  • Economic Views Brief - November 15

Files for Download

  • Menu of Services (2233KB)
  • Social Security Analyzer - Client Intake Form (183KB)
  • Tax diversifications strategies for tax-efficient income in retirement (250KB)
  • Build Financial Confidence (181KB)
More
Newsletter

Sign up to receive my newsletters and other financial and market information

Market Data
859.341.1841
matthew.k.poulos@ampf.com
Office Locations

Share our page on Facebook

Share this Advisor:
?
Top

Matthew Poulos is licensed and registered to conduct business in KY.

Based on licenses and registrations I hold, I may also conduct business in SC, KS, CO, MI, MD, NH, VA, IL, IN, NV, NY, MO, PA, WI, MN, NC, IA, FL, GA, OH.

  • Unless otherwise noted, all content, including any article appearing within News & Insights, was authored by the corporate communications department of Ameriprise Financial, and is the property of Ameriprise Financial. Individual advisors have been granted permission to post content on this site, but are not the authors of said content except where specifically stated.
  • Quotes delayed at least 20 minutes. Data sourced from Thomson Reuters. Privacy Statement. ©Thomson Reuters. Click for restrictions.
  • An Associate with an Ameriprise Financial Franchise
  • Ameriprise Financial cannot guarantee future financial results.
More...
 
  • Visit ameriprise.com
  • corporate entities and important disclosures
  • website rules and regulations
  • privacy, security and fraud center
  • online security guarantee
  • about email fraud
  • site map
Get the free Ameriprise App

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.

© 2005-2019 Ameriprise Financial, Inc. All rights reserved. Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.

More...