Matthew Hambleton
Email: MHambleton@rockco.com
Phone: (513) 964-5022
Matthew Hambleton is the Managing Director at Rockefeller Capital Management and a Private Advisor with Hambleton Fieler Wealth Partners. With over 20 years of experience in financial advising, Matthew joined Rockefeller Capital Management in 2021 and played a key role in opening the firm’s first office in Ohio. His expertise and dedication to client success were recognized by Forbes Magazine, which named him one of “America’s Next Gen Advisors” and “Next Gen Best-In-State Wealth Advisors” in 2019 and included him in the “Best-in-state Wealth Advisors” list in 2021. In 2023, The Hambleton Fieler Group, under Matthew’s leadership, was listed in Forbes’ “Best-in-state Teams.”
Matthew is known for his holistic approach to wealth management, tailoring strategies to each client’s unique goals and circumstances. He brings a comprehensive approach to wealth management, focusing on simplifying complex issues for retirees, executives, and business owners. His areas of specialties include retirement planning, cash flow planning, wealth transfer, and stock option planning.
Matthew attended Indiana University earning a bachelor’s degree in Finance with a concentration in Economics from the Kelley School of Business. Prior to joining Rockefeller, Matthew was a Senior Vice President at Merrill Lynch for 15 years.
Outside of work, Matthew is deeply involved in his community, serving on the board of the Cincinnati Alzheimer’s Association since 2016. He is also a devoted family man, enjoying quality time with his family at Clear Lake, IN, during summer weekends. Matthew is actively engaged in coaching his children’s baseball, basketball, and soccer teams, demonstrating his commitment to both his family and community.
The Forbes Next Gen Best-In-State Wealth Advisors and America’s Next Gen Advisors rankings discussed above were designated in June 2019 and lasted for a period of one year until new rankings are released.
The Forbes Best-In-State Wealth Advisors ranking discussed above was designated in February 2021 and lasts for a period of one year until new rankings are released.
Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management. No compensation has been provided in connection with obtaining or using this award.
The general methodology criteria for Barron’s includes the following: Each advisor—selected by Barron’s—is required to respond to a survey about their practice which Barron’s verifies and applies a proprietary rankings formula along with sub calculations to generate each designation. The formula features three major categories of calculations: assets, revenue, quality of practice. No compensation has been provided in connection with obtaining or using this award.