(Charleston, South Carolina): In a profession often defined by numbers, Matthew D. Pardieck, CIMA®, ChFC®, CLU® leads with something rarer — heart. Based in Charleston, South Carolina, Matthew is a financial advisor who sees his work not as a series of transactions, but as relationships rooted in trust, gratitude, and care.
Matthew personally wrote a book titled “Bottom Line of Happiness: Financial Strategies and Exit Planning for the Big-Hearted Business Owner.” After working with hundreds of owners throughout his career, he noticed that the vast majority of them have personal goals that far exceed simply making a profit: giving to charity, taking care of family, taking care of employees, and leaving a legacy. Matthew’s book describes the processes, tax ideas and financial strategies this ‘big-hearted business owner’ can use to help build wealth for family while efficiently supporting goals relating to self-fulfillment.
Matthew believes that effective cash management and strategic exit planning are crucial for optimizing a small business owner’s balance sheet and achieving their goals. Understanding how a business can support these objectives, while also caring for the owner’s family, employees, and charitable causes, is essential for a robust financial plan. Matthew’s approach to financial advising mirrors the true spirit of stewardship: managing well what’s been entrusted to your care — not only wealth, but people, purpose, and possibility. His practice reminds us that good stewardship doesn’t just grow assets; it grows confidence, compassion, and connection.