Matthew (Matt) Rohde is a Financial Advisor and co-founder of Ohio Investment Partners, with 25 years of experience helping individuals, families, and business owners make confident, informed financial decisions. He earned his Bachelor of Science in Finance from the University of Toledo and began his career in financial services shortly after graduation.
Matt is licensed in the State of Ohio to sell life and health insurance and annuities. He is a Registered Representative holding Series 7 and 63 securities registrations and serves as an Investment Adviser Representative through LPL Financial. In 2011, he joined with Josh Lorek and Steve Sowers to establish Ohio Investment Partners.
Matt believes effective financial planning goes beyond investments. He takes a holistic approach—helping clients build sustainable retirement income strategies, preserve what matters most, and align their finances with the life they want to live. His experience includes advising business owners on corporate retirement plan design and assisting philanthropically minded clients with charitable giving strategies focused on long-term impact and tax efficiency.
Clients appreciate Matt’s clear communication, thoughtful planning, and genuine commitment to their long-term financial well-being.