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Meet Matt

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MATTHEW S. FERRIS, MBA

President & Founder | Financial Adviser

Professional Side

Matt is the Founder and President of Ferris Financial, LLC, a firm dedicated to helping individuals, families, and business owners achieve financial peace of mind and build meaningful legacies. With a career in financial services that began in 2003 as a financial professional at New York Life Insurance Company, Matt brings over two decades of experience and a deep commitment to comprehensive financial planning.

A native of New Philadelphia, Ohio, Matt earned both his B.A. and M.B.A. from Ohio University before launching his career in Charlotte, North Carolina. After several successful years in Charlotte, he returned to Ohio and founded Ferris Financial. Since then, he has continued to grow his firm and build lasting relationships with clients and their families.

Matt’s passion for service extends beyond financial planning. He actively engaged in local politics, running for Columbus City Council in 2009 and 2011, where his campaigns helped stimulate important civic discussions throughout the city. In 2011, he married his wife Lisa and refocused on expanding his firm and refining his client-centered approach to financial advising.

He is a proud member of the National Association of Insurance and Financial Advisors (NAIFA) and a qualifying and Life Member of the Million Dollar Round Table (MDRT), a global benchmark of excellence in the life insurance and financial services industry. In 2015, Matt was elected to New York Life Insurance Company’s prestigious Agents Advisory Council (AAC), where he collaborated with senior leadership to improve service and outcomes for families and businesses across the country.

Matt continues to work closely with clients to ensure their financial strategies align with their values, protecting what matters most while planning for a prosperous future.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

CA Insurance License #OK38071

Personal Side

Matt is a lifelong learner with a wide range of interests that reflect his curiosity and drive for growth. Beyond his professional work in financial services, Matt is passionate about rodeo, travel, politics, history, economics, geopolitics, health, nutrition, and firearms self-defense. He is an avid reader and dedicated student, continually seeking to deepen his understanding of the world and the forces that shape it.

Matt is married to his wife, Lisa, and together they are raising their three children.

Whether he's guiding clients, traveling, studying, or engaging with his many interests, Matt enjoys life and the time God has granted us on Earth.

Get in Touch

Call: (614) 227-7090

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Our Location

547 S James Street
Dover, OH 44622

Disclosure

Matthew Ferris is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K38071), CO, FL, GA, IL, NC, NJ, NY, OH, OK, SC, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Matthew Ferris is licensed and authorized to offer insurance in California, but FERRIS FINANCIAL, LLC may not be. For additional information on California licensure status, please click here.

Matthew Ferris is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 547 S James St, Dover, OH, 44622, 614-227-7090. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IL, KS, MA, NC, NJ, NY, OH, OK, SC, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Matthew Ferris is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, FL, GA, IL, KS, MA, NC, NJ, NY, OH, OK, SC, TX, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Matthew Ferris is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

FERRIS FINANCIAL, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither FERRIS FINANCIAL, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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