Matt is a great financial resource. He listens carefully to our needs and provides easy to follow explanations and recommendations.

We found Matt in 2021. We were looking for a change in hopes of finding someone who’d reply timely to our email & phone questions. Matt does a tremendous job communicating and I sometimes test him with off-hrs questions. Matt is a Chartered Financial Analyst (CFA) and I wanted an advisor who had this gold standard designation. To this day we feel fortunate to have found Matt Smith to personally help us manage the financial part of our retirement. Tom K. Nancy K. Iowa PS: we’ve been thru a couple mkt drops in our 4 yrs with Matt and his upfront, proactive planning has helped us weather downturns without panic.

My wife and I have been working with Matt for over a year and a half, and we’ve been extremely satisfied with the entire experience. His financial plan is thoughtful, well-structured, and clearly explained. Matt is always prompt and attentive when we have questions or specific needs, and he’s genuinely a pleasure to work with. If you’re seeking a Certified Financial Planner, I highly recommend Matt.

Matt is an exceptional financial planner. He’s thorough, creative, and responsive, and his online tools and platforms are top-notch. Matt also breaks down complex topics and makes them easily digestible. Highly recommend to anyone looking for a CFP, especially those in the legal field or practicing at a law firm.

   

Matt is a big reason I’m still married. Before we worked with him I absolutely hated having financial discussions with my husband…talking about money and planning for the future just made me very uncomfortable. I also wasn’t thrilled about spending money on a business to tell me how to spend my money. We have been working with him for several years now and he’s been great. He has found ways to save us money and doesn’t talk to me like I’m totally ignorant about financial planning/retirement (which I might be). As a lawyer, I am naturally cautious about trusting people. He is seriously great. I like him more and trust him more than some of my own family. He has never tried to stifle my overpriced latte budget and has been truly understanding of our priorities for the future. You won’t regret it.

Super responsive, super helpful and attentive to our needs. Matt has been able to make sense of our messy financial situation.

We’ve been working with Matt for over two years now and couldn’t be happier. He is attentive, knowledgeable, and always makes himself available whenever we have questions or need advice. Matt takes the time to understand our goals and has helped us feel confident about our financial future. We genuinely feel like we’re in good hands with Matt and his team. Highly recommend!