About us

Financial advice with a personal touch.

Enriched Advice was founded by financial planners Matt Romeo, CFP® and Davis Barry, CFP® to provide you with a personal, client-centered approach to financial advice. Based in Virginia, we specialize in financial strategies that go beyond portfolios to address your lifestyle, values, and aspirations. From tax optimization to estate planning, we’re here to guide you with transparency, empathy, and a shared commitment to your success.

Meet Matt.

Founder

The path to financial clarity often begins with personal insight. My journey started watching my parents build their construction business—witnessing firsthand how smart planning transforms vision into reality.

After 12 years in financial planning, most recently serving as Director of Operations for a $1B Richmond, VA firm, I’ve observed an interesting paradox: as financial tools become more sophisticated, the human element of planning becomes increasingly valuable. Clients don’t just want algorithms – they want someone who understands that nuances matter profoundly when crafting personalized financial strategies. My Virginia Tech financial planning education provides the foundation, but it’s the human element that transforms planning into progress.

When not helping clients, I’m flexing my green thumb or exploring Richmond with my wife, Emily, and our enthusiastic four-legged companion, Tex—reminders of why we plan in the first place.

Meet Davis.

Partner

My path into financial planning wasn’t accidental. What started as natural curiosity deepened into something more meaningful: understanding that effective planning bridges people’s present circumstances with their future aspirations.

Starting at Virginia Tech, my passion for personal finance has developed into a 12-year career, where I’ve been fortunate to work, most recently, with a pioneering, fee-only financial planning firm in Richmond, VA. Having dedicated my career to financial planning, I’ve come to value both the analytical precision and creative ingenuity required to solve financial challenges.

When I’m not working with clients, you’ll likely find me on the golf course (still perfecting that elusive swing), buried in a good book, or spending quality time with my wife, Erin, family and friends—the ultimate investment in a well-lived life.