Matthew Lipscomb, a financial advisor at Ashford Advisors in Atlanta, Georgia, has built a successful career by staying true to his roots and focusing on providing personalized, high-touch service to his clients. Growing up, Lipscomb and his family faced financial struggles, which motivated him to start earning money at a young age through various odd jobs. After graduating from the University of Georgia with a degree in finance, Lipscomb joined Ashford Advisors and began building his business by cold calling lawyers and visiting strip mall businesses.
Lipscomb’s competitive edge lies in his ability to truly understand and support his clients’ investment decisions, even when they may seem risky to others. He believes in the importance of not only understanding taxes and asset protection but also the entrepreneur mindset. Lipscomb is known for his high-touch service, being overly sensitive about communication with clients and ensuring quick response times. This personalized approach has garnered him a loyal client base and helped him achieve success in the industry.
When it comes to investment philosophy and strategy, Lipscomb’s focus is on providing his clients with access and control of their capital. He often advises against traditional investment vehicles like IRAs and 401ks, opting instead for low-cost index-type solutions and tax loss strategies. Lipscomb believes that these strategies not only help his clients achieve solid market returns but also allow for opportunities to lower future capital gains, creating a more tax-efficient investment approach.
One of the key pieces of advice Lipscomb shares with other financial advisors is the importance of simplifying complex financial concepts for clients. He believes in explaining things in a way that even a sixth-grader could understand, avoiding industry jargon and focusing on clear communication. Outside of work, Lipscomb enjoys hunting and spending time with his family, including his four children and grandchildren. He often takes family trips to his lake house and hunting property or to University of Georgia football games.
With over $1.8 billion in assets under management, Lipscomb has been recognized by Forbes as one of America’s Top Financial Security Professionals and as one of the Top Financial Security Professionals Best-In-State. His dedication to his clients, personalized approach to investing, and focus on clear communication have set him apart in the industry and established him as a trusted financial advisor in Atlanta. Lipscomb’s commitment to understanding his clients’ unique needs and providing tailored solutions has been key to his success in the ever-evolving world of financial planning.
