Let's move forward. Together.

Matt Burton, CFP

Managing Director–Wealth Management

Financial Advisor

A native of Richmond Indiana, Matt is a CFP and works with approximately 150 relationships across the country. 

Received his undergraduate education from Miami University graduating in 1993 and his Masters in Business Administration from Indiana University in 1998.

Prior to becoming a Financial Advisor, Matt worked in investment banking in debt underwriting and syndication.

A Financial Advisor since 2001, Matt focuses on long term retirement planning for his clients with an emphasis on income generation.

Matt lives in Indianapolis with his wife, Laura, and is the proud Father of three children, Zev, Tova and Ezri as well as two dogs, Vader and Fozzie.

Registered States:
  • AL
  • AL
  • AZ
  • AZ
  • CA
  • CA
  • CO
  • CO
  • CT
  • CT
  • DC
  • DC
  • FL
  • FL
  • GA
  • GA
  • IL
  • IL
  • IN
  • IN
  • KY
  • KY
  • LA
  • LA
  • MD
  • MD
  • MI
  • MI
  • MN
  • MN
  • MO
  • MO
  • MT
  • MT
  • ND
  • ND
  • NJ
  • NJ
  • NY
  • NY
  • OH
  • OH
  • PA
  • PA
  • SC
  • SC
  • TN
  • TN
  • TX
  • TX
  • UT
  • UT
  • VA
  • VA
  • VT
  • VT
  • WA
  • WA
  • WI
  • WI

Education

  • Indiana University
  • Miami University
8801 River Crossing Blvd
4th Floor
Indianapolis, IN 46240
  • (317) 816-1870

Email Me

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Adult couple on cell phone

  • Joanna

    JoAnna Franz, CRPC

    Senior Client Associate

    • image
    • image

      JoAnna graduated from the University of South Florida, School of Business with a major in Finance and a minor in Economics in 2001. Soon after graduation, she started her career in the financial industry working with an independent broker. While working there, she earned her Series 6 license and had her Florida life and annuity license. In 2008, JoAnna joined the Merrill Lynch Corporation as a Client Associate. While at Merrill Lynch she earned her Series 7 and 66 licenses and was a branch coach for many years. Recently, she earned her CRPC™ designation.

      JoAnna enjoys travelling with her husband, whether it’s trekking across the U.S. or cruising on a ship. She also has 3 grown children, 9 grandchildren and 2 great grandchildren. She absolutely loves to spoil her grands! When she’s not spending time with her family, she enjoys watching sports. Her favorite sports are football and hockey, though she watches many types of sports.

        • University of South Florida
        • Chartered Retirement Planning Counselor
        joanna.franz@ubs.com
        JoAnna Franz, CRPC
      Three generations in apple orchard

      Turn possibilities into a plan

      House View Monthly

      Mountain climbers on peak at sunrise

      A leading global wealth manager

      White House

      ElectionWatch 2024

      24 questions for the '24 US election

      Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

      The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

      Download the report

      A leader in wealth management

      Backed by the strength of our parent company, UBS AG

      $5.9+ trn

      UBS Group invested assets
      As of 06/30/2024

      51 countries

      Our global footprint

      Global leader

      UBS is a leading and truly global wealth manager

      Insights