MATTHEW MANN

MATTHEW MANN, CFP®, EA

WEALTH MANAGER

While most of his family resides in Northern Kentucky, Matt was born and raised on the west side of Cincinnati. He and his two younger sisters were raised by their mother in Colerain Township.  As a teenager, Matt watched his mom struggle to pay the bills and go through an ugly bankruptcy. It was those teenage years that would ultimately solidify the way he thinks about money forever. To Matt, money isn’t just an abstract object that doesn’t matter. Money is what buys your family experiences. Money helps you buy your dream home. Money puts good food on the table. Money pays the bills. Money is how we function as an economy, and while money is not everything, the way you manage your money is important.

Through his teenage experiences, Matt knew that he wanted to be in a field that was money related. He felt that a degree in Accounting would ultimately give him the best understanding of how money works in the United States. He graduated from Mount Saint Joseph University with degree in Accounting and a minor in finance. After a few years working in the tax and accounting field, Matt was offered a partner position from his employer David Hicks. Shortly after the Hicks & Mann partnership began, David was diagnosed with terminal cancer and passed away on August 6, 2012. Matt was devastated that his friend, mentor, and partner passed away at such a young age (44). Matt would eventually go on to acquire the rest of the business from David’s wife later that year.  Matt vowed to continue to run Hicks & Mann in David’s legacy.

Today, Matt runs Hicks & Mann as a holistic financial planning firm with an emphasis on retirement planning, estate planning, wealth management, and tax planning. He enjoys helping clients pursue their financial goals such as retirement while keeping their tax bill to the IRS as small as possible.  Matt has extensive experience with financially successful families and family-owned businesses. He advises professionals and senior corporate executives and their families. Clients come to revere his financial advice which is infused with a unique mix of straightforwardness, warmth, informality, and a sense of humor. His wisdom comes from a keen grasp of psychology and a deep understanding of the complexities families encounter as they navigate the minefields of financial and interpersonal issues.

In addition to running Hicks & Mann, he is a serial entrepreneur with ownership in multiple other business sectors including real estate, hospitality, and tech. Still in his early 30s, he looks forward to a long career of helping his clients retire with peace of mind.

Matt currently lives in Bellevue, Kentucky with his lovely wife Addie and their three kids Nora, Knox, and Griffin. He spends all the free time he can get with his family.