About Innovest Strategies

At Innovest Strategies, we empower clients with the knowledge and tools to make confident, informed financial decisions.

The Firm

At Innovest Strategies, we take a comprehensive approach to building and protecting wealth. Our team specializes in investment management, financial planning, tax strategies, and real estate services—offering clients a seamless, integrated experience. Whether you’re growing your portfolio, planning for retirement, minimizing tax liabilities, or navigating property opportunities, we provide tailored solutions designed to help you achieve lasting financial security and success. With expertise, integrity, and a client-first mindset, we serve as your trusted partner on the journey toward financial freedom.

Matt Choplin

I am a dedicated financial professional committed to helping individuals and families navigate every stage of their financial journey with confidence and clarity. After earning both my B.S. (2008) and M.S. (2009) in Accounting from North Carolina State University, I began my career with Ernst & Young, providing assurance services in the Raleigh and Charlotte offices.

In 2013, I transitioned to Private Wealth Management of NC, where I focused on investment management and comprehensive financial planning. Over the past decade, I’ve had the privilege of guiding clients through complex financial decisions, developing personalized strategies designed to help them achieve their goals and build long-term security.

In 2025, I founded Innovest Strategies with a vision to deliver financial services in a more client-centered, collaborative way. My goal is to be a trusted partner—whether you’re just beginning your financial journey, building wealth, or planning for retirement. Holding my CPA license, Series 65 license, and Real Estate license allows me to offer a holistic approach to financial planning, integrating tax, investment, and real estate perspectives to serve each client’s unique needs. Ensuring that clients not only reach their goals but also enjoy the process remains my top priority.

Beyond my professional work, I’m passionate about serving and connecting with my community. I have been fortunate to serve as a Board Member for the Capital City Clauses, where I also chaired the Jingle Ball in 2017. I am a proud graduate of the Raleigh Chamber’s Leadership Raleigh 40 program, an experience that deepened my appreciation for civic engagement and local economic development. Additionally, I’ve served on the Young Executive Board at City Club Raleigh, where I’ve built lasting relationships with local professionals who share a commitment to leadership and community growth.

These experiences have been invaluable in shaping my perspective as both a business owner and advisor. They’ve reinforced the importance of service, collaboration, and long-term thinking—values that directly influence how I work with clients today. Being involved in the community has strengthened my understanding of the people and businesses that make Raleigh and Henderson thrive, helping me approach financial planning with a deeper sense of purpose and connection.

Outside of work, you can often find me on the golf course, running, or fly fishing.