DiMatteo Financial Group

DiMatteo Financial Group

We are an independent advisory firm created by former Vanguard Crewmembers.  We focus on helping clients establish and meet their financial goals by matching value investing with great client service.  We specialize in educating our clients about different account types, 401k roll overs, mutual funds, ETF's and other investments.  The firm is founded by John DiMatteo who spent over ten years working for The Vanguard Group.

"I wanted to start a firm that focused on matching value investing  with a high level of client service.  I believe clients deserve more than just being forced to do business by internet, phone or mail!" 

John DiMatteo is the President and Chief Compliance Officer for DiMatteo Financial Group.  He is a former Marine who has extensive experience working with Vanguard mutual funds and ETF's. 

John worked for The Vanguard Group for over ten years.  He served as a Brokerage Associate, Certified Vanguard Trainer, and a Brokerage Supervisor.  John  has educated many Vanguard Employees and thousands of clients with their investments and now he wants to help you!  

John graduated from West Chester University with a BS degree in Business Management.  He also holds the Series 7, 24, 63 and 66 licenses. 

What We Do

We meet with our clients to help them determine their financial needs and establish financial goals.  After we determine our client's risk tolerance and objectives, we build portfolios using mutual funds and ETF's.

We monitor portfolios and review them on a quarterly basis with our clients to make sure we are still on track with their financial goals. 

We focus on high-quality, low-cost investments.  If you need help managing your investments or establishing a financial plan then you need to consider talking to us!

Benefits of using DiMatteo Financial Group:

• Financial Advice
• Detailed Portfolio Review
• Great Client Service
• Low Fees
• Variety of Products
• Free Consultations
• No Obligations

Need help getting started with a plan? 

Call DiMatteo Financial Group at

800-657-6388

610-925-5880

Give us a Call Today!

Make your investing experience more rewarding!  Know what Mutual funds to own and what funds to sell right now!

We have extensive experience working with  mutual funds and ETFs.  We will help you establish a plan and will work with you to ensure that your objectives and goals are being achieved. 

With the economic environment changing constantly, now is not the time to be investing without a trusted advisor!

Don't leave your old 401K with your previous employer!  Roll it over to an IRA today and take advantage of low cost mutual funds that meet your financial goals.

There are no costs or obligations for consultations.  Please contact us anytime!

We look forward to hearing from you!

DiMatteo Financial Group Inc.

110 East State Street

Suite 10A

Kennett Square, PA 19348

Tel: 800-657-6388

Fax: 610-925-5885

john_dimatteo@dimatteofinancialgroup.com

Advisory services provided through Scottrade

Securities offered through Coastal Equities, Inc.  Member FINRA/SIPC