Matthew Prince

Employer firm

Sanctuary Advisors, LLC CRD 226606

$34.9B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 05/2018
  Student
  Annville, PA
• 12/2016 → 05/2018
  Bdfs Capital Llc
  Lititz, PA
• 10/2019 → 02/2021
  Buckingham Strategic Wealth, Llc
  Clayton, MO
• 06/2018 → 08/2019
  Econ Wealth Management
  Harrisburg, PA
• 10/2021 → 05/2023
  Sharp Wealth Advisory, Llc
  Horsham, PA
• 03/2021 → 09/2021
  Unemployed
  Philadelphia, PA
• 06/2023 → 10/2023
  Unemployed
  Philadelphia, PA
• 11/2023 → 12/2025
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 12/2025 → Present
  Sanctuary Advisors Llc
  Moorestown, NJ

Previous Registrations

• 2023-11-15 → 2025-12-10
  Edelman Financial Engines
  Philadelphia, PA
• 2021-10-28 → 2023-06-05
  Sharp Financial
  Horsham, PA
• 2020-04-23 → 2021-04-22
  Buckingham Strategic Wealth, Llc
  St Louis, MO
  Wyomissing, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-30

Other Names

• Matthew Robert Prince