Matthew Ricks, MBA, CFP®
Financial planning for the disabled community
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Haystack Financial Planning
Matthew Ricks, MBA, CFP®
Syosset, NY
Serving Clients Nationwide
Financial planning for the disabled community
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Special Needs Planning
About Me
Hi, I'm Matt, the President of Haystack Financial Planning, a Registered Investment Advisory firm in New York. As a financial planner who focuses on the disabled community, I have found the perfect way to merge financial planning with my passion for serving others. I am a CERTIFIED FINANCIAL PLANNER™️ professional and fiduciary that operates on a fee-only basis.My previous professional experience includes eight years with J.P Morgan Asset Management, five and a half years with Wells Fargo Advisors, and two years with Ameriprise Financial.
I earned my MBA from the New York University Stern School of Business and earned a Finance degree from The Smeal College of Business at The Pennsylvania State University.
I believe that Financial planning is part science and part art. While the science may not differ too much between advisors, the art is where the real value is added. What sets me apart is my ability to guide clients artfully and thoughtfully so that they are armed with the knowledge and information to make the best decisions for themselves.
I currently live on Long Island with my wife and our two sons. We enjoy pretending to be dinosaurs, shooting hoops, and learning about Pokemon. When not spending time with my family or running Haystack, you may find me walking one of the local golf courses, tapping a beat with my fingers (I'm a recovering drummer), or contemplating my next home improvement project.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Master of Business Administration (MBA)
Affiliations
-
CFP Board
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Financial Planning Association
Primary Location
20 Donald Dr, Syosset, NY 11791, United States
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Advice-Only
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Pro Bono
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
My practice is focused on serving the disabled community. I take a comprehensive view of the client’s financial life to create a sense of security that allows them to focus more on living the life they want to lead. I operate on a fee-only basis and am a fiduciary, which means I act in your best interests.Accessibility is very important to me as a person and as a business owner. These are the steps taken currently to ensure accessibility across all aspects of my website and business:
✅ Offer a virtual option for all services, as well as a fully digital client experience
✅ Exceed the standard ADA compliance guidelines for my website
✅ Ensure my content has alt text, photo descriptions, captions, etc. to ensure all members of the community can access the information
The Haystack client experience is designed to be accessible. Explore this unique approach to financial planning.
1) Ongoing Financial Planning and Advice: One-on-one consultations with me, a financial planner well-versed in the needs of the disabled community. By paying on a monthly or quarterly basis, each client receives continuous access to Haystack Financial Planning. This access includes:
✔️ Financial plan design – including a written or electronic report providing a detailed financial plan designed to achieve your stated financial goals and objectives
✔️ Plan monitoring – to include phone call and email updates of progress, per the client’s preference
✔️ Recommendations – plan adjustments based on the client’s goals
✔️ Periodic review – of analysis and potential changes or recommendations
✔️ Semi-annual review – to include updates throughout the year based on your needs
2) Project-Based Financial Planning: Sometimes, ongoing planning is more than you need. I offer various options to meet your needs and interests. Options include:
✔️ Financial planning as a one-time engagement
✔️ Financial planning on an hourly basis
Financial planning topics may include:
-Net worth
-Cash flow
-Insurance needs
-Credit scores and reports
-Employee benefits
-Retirement planning
-Personal investments
-College planning
-Estate planning
3) Investment Management
I can open an investment account for you and work together to manage it towards your goals.
Education
NYU Stern School of Business MBA, Finance and Financial Instruments and Markets, Pennyslvania State University, Bachelor of Finance
Badges
Hobbies and Interests
- Basketball
- Family
- Golf
- Music
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Caregivers
- Disabled Community
- Families
- Individuals
- Special Needs
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