In his role as Financial Planning Associate, Matt McNally supports the delivery of integrated investment, tax, retirement, and estate planning services to high-net-worth individuals and families. In collaboration with senior advisors, he helps the WealthCrossing team create and convey thoughtful, tailored guidance that aligns with clients’ long-term goals.

Matt joined WealthCrossing after graduating from Virginia Tech, where he earned a Bachelor of Science in Finance with a concentration in Financial Planning and Wealth Management. His academic foundation reflects a strong commitment to fiduciary-based planning and client service from the outset of his career. 

A Richmond native, Matt enjoys spending his time outside of work on the golf course, playing guitar, or relaxing with his dog. He brings energy and curiosity to his work each day and is excited to continue growing as a trusted advisor within the firm.