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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

Mastering your investment biases may help improve outcomes
3 benefits of diversification and asset allocation
Resources during market uncertainty
3 ways to reduce your 2019 tax bill
COVID-19 and the investment landscape
For a smaller tax bill in 2021, consider municipal bonds
2020 U.S. housing outlook

View more Insights

Insurance & Estate (1)
  • All (58)
  • Markets & Economy (17)
  • Retirement (16)
  • Personal Finance & Investing (21)
  • Insurance & Estate (1)
  • Education & Career (2)
  • Tax (8)
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 »
Market Perspectives
  • After the Close - March 30
  • Before the Bell - March 30
  • Perspectives from Columbia Threadneedle - March 25
  • Weekly Markets Commentary - March 30
  • Economic Views Brief - February 20

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)
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Market Data
859.341.1841
matthew.k.poulos@ampf.com
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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, IA, MD, IL, IN, NV, NY, MO, PA, WI, MN, NC, FL, GA, OH.

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