Matthew Bowden, MBA, CFP®, CLU®, ChFC®

RFC Financial Planners helps to Organize, Simplify and Plan your financial life.

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RFC Financial Planners Matthew Bowden, MBA, CFP®, CLU®, ChFC®
Ann Arbor, MI

Serving Clients Nationwide

RFC Financial Planners helps to Organize, Simplify and Plan your financial life.

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Matt Bowden, a Canton native, joined RFC Financial Planners in 2017 because of the positive reputation that they have in the community and how the RFC team focuses on exceeding clients’ needs and upholding the highest standard of service. Matt is passionate about following a disciplined, rules-based approach for client’s personalized financial plans. He believes in a simple, repeatable process to help remove emotions from investing to organize, simplify, and plan for the financial success of our clients. His mission is to be a student of life and to educate others about the profound, positive impact that sound financial planning has on peoples’ lives and for their families.

Matt’s passion for helping others achieve financial health was lit during his elementary years, where he observed the challenges of how disabilities of loved ones can affect family and finances. This great challenge led to helping start a small business at the age of 8 with the rest of his family. Ultimately, this drove Matt to help people to the fullest and best of his abilities by adding value to a client’s overall financial picture to help them avoid the deep emotional scars that financial mismanagement can cause.

Matt majored in Business Management and went on to obtain his Master’s in Business Administration from Cleary University, graduating Cum Laude. His areas of knowledge include Portfolio Investment Management (with a focus on Values Based Investing), Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long Term Care Insurance, and Tax Planning. Matt is a CERTIFIED FINANCIAL PLANNER™ professional, a Registered Securities Representative, and Investment Advisor Representative who holds his Series 7 registration. He also holds his Life, Health and Annuity insurance licenses, as well as the Chartered Life Underwriter (CLU®) and Charted Financial Consultant (ChFC®) designations.

Matt enjoys spending time with his wife Andrea, daughter Na Hee, son Thomas, and their two Brittany Spaniels, Charlie and Barkley. He is also an avid Detroit and Pittsburgh sports fan who loves to travel, use his smokehouse, and host gatherings for family and friends.

Outside of the office, Matt focuses on giving back to his community through serving at Therapeutic Riding Inc. where he can make a difference in the lives of those with disabilities to help improve their confidence and self-esteem in all areas of their lives.

Professional Designations

  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)

Primary Location

5263 Plymouth Rd. Ann Arbor, MI 48105


Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Based
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free 15-minute call with our Advisor Match team to share more about yourself, then we'll help you find the financial advisor that best suits your needs and goals.

Offers Investment Management


About our Firm

Organize. Simplify. Plan.

Our mission as financial advisors, in Ann Arbor Michigan, is to inspire our clients to lead more balanced, organized and simplified financial lives so they can focus time on those things in life that cannot be delegated.


Our financial advisors' passion is to help people from all walks of life find their vision of true wealth. That means helping you define what true wealth looks like, putting a plan in place to help pursue your vision, and helping you maintain the true wealth that you have achieved.

✔️ Financial Planning: Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.

✔️ Investment Management: Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.

✔️ Retirement Planning: We’re here to help you avoid a retirement crisis by putting your financial plan into concrete terms using our five-step process.

✔️ Workplace Planning: Our team will manage your specific workplace retirement and benefit programs to assure that all of your investments are in alignment with your overall long-term financial goals.

✔️ Estate Planning: Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

✔️ Values Based Investing: Morally & Socially Responsible Investing examines your investments and determines which companies profit from or support issues that conflict with your beliefs.


Cleary University, Master of Business Administration (MBA) | University of Michigan-Dearborn, Mechanical Engineering

Hobbies and Interests

  • Family
  • Sports
  • Traveling
  • Volunteering

Who We Serve

  • Attorneys
  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce
  • Dual Income Family
  • Educators
  • Gen X
  • Healthcare Professionals
  • Physicians
  • Widow
  • Women’s Finance

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.