Matthew Schlanger, CPA, PFS
Financial planning for every stage of life, backed by CPA tax expertise
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Serving Clients Nationwide
Financial planning for every stage of life, backed by CPA tax expertise
Areas of Focus
- Business Owners
- Cash Flow
- Cryptocurrency
- Exit Planning
- Financial Planning
- High Net Worth
- Retirement Planning
- Tax-Efficient Planning
- Taxes
About Matthew Schlanger, CPA, PFS
Hi, I’m Matthew Schlanger, CPA, PFS, Founder & Financial Advisor at Schlanger Financial.I started my career in tax and accounting, and I saw the same pattern over and over: clients had a tax preparer, an investment person, and maybe an insurance agent, but no one looking at the whole picture. Decisions about taxes, investments, cash flow, and retirement were being made in separate rooms. Schlanger Financial exists to bring those decisions together.
I work with business owners, high-earning professionals, families, and those approaching or in retirement. My clients typically want help with:
▪️ Building a long-term financial plan that ties together income, investments, and retirement goals
▪️ Proactive tax planning integrated into every financial decision
▪️ Business owner planning, including entity strategy, cash flow, and exit or succession considerations
▪️ Retirement income planning and preparing for the transition out of a career or business
My approach is built on ongoing relationships, not one-time transactions. Clients meet with me quarterly so their plan keeps pace with their life, their business, and changes in the tax code.
I hold a Master of Science in Accounting from the University of Wyoming, am a licensed CPA in Colorado, and hold the Personal Financial Specialist (PFS) credential from the AICPA, which recognizes CPAs with advanced expertise in financial planning. Schlanger Financial is a registered investment adviser with the state of Colorado.
I’m a Colorado native and live here with my wife and our two children. We are parishioners at St. Mark’s Catholic Church in Highlands Ranch.
If you’re looking for an advisor who understands both the tax and the planning side of your finances, I’d welcome the chance to talk.
Professional Designations
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Affiliations
- American Institute of CPAs
Primary Location
8191 Southpark Lane, Unit 108, Littleton, CO 80120
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. 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
Offers Tax Preparation
Yes
About Matthew P. Schlanger CPA
Schlanger Financial provides comprehensive financial planning and wealth management for business owners, high-earning professionals, families, and retirees in Colorado.Who We Serve
We work with business owners, high-earning professionals, families, and individuals approaching or in retirement who want their tax, investment, and long-term planning decisions coordinated under one advisor. We meet with clients in person at our Littleton office or virtually, by appointment.
What We Do
We build and maintain long-term financial plans that integrate investment management, retirement planning, and proactive tax planning. For business owners, that includes entity and compensation strategy, cash flow planning, and preparing for an eventual exit or succession. Ongoing planning is the core of our work, with quarterly meetings to keep each plan aligned with changing goals, markets, and tax law.
Why Work With Us
Most people have a tax professional and an investment advisor who rarely, if ever, talk to each other. As a CPA and Personal Financial Specialist (PFS), Matthew Schlanger brings both perspectives to every recommendation, so investment, retirement, and business decisions are made with their tax impact in view. We use modern planning technology to keep clients organized and informed, but the relationship comes first. Our goal is to be a trusted advisor across your business and personal finances, from growth strategy through retirement.
Education
University of Wyoming College of Business, Master of Science - MS, Accounting; Bachelor of Science, Accounting
Hobbies and Interests
- Church
- Family
SEC Lookup
View DisclosureWho We Serve
- Americans Living Abroad
- Business Owners
- Crypto Investors
- Entrepreneurs
- Families
- Individuals
- Military
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