Matthew Brock, CFP®
Financial Planning for DC Area Professionals
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Divergent Planning, LLC
Matthew Brock, CFP®
Bethesda, MD
Serving Clients Nationwide
Financial Planning for DC Area Professionals
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Matthew Brock, CFP®
Matt Brock has spent his entire career helping people navigate the changes in their life through comprehensive financial planning.As a Senior Advisor, the CERTIFIED FINANCIAL PLANNER® professional gets to know each client personally as well as their goals, and creates and implements the financial planning strategies to help them reach those goals.
As Managing Partner, he creates the firm’s vision, implements the processes to reach that vision, and ensures the firm remains in compliance with federal and state regulations.
With a degree in math and economics, Matt has always had an analytical mind. He knew early on that he wanted to apply that mind-set to a career in financial services. He quickly realized that he could have the most impact by focusing on a client’s entire financial life. He relishes the systematic problem solving he applies in integrating the whole picture of a client’s finances in reaching their goals. And he counts starting Divergent Planning as his most satisfying career moment.
Matt and his family live in Ashburn, where he and his wife, Natalie, like to go wine tasting in the area’s vineyards. Matt also counts coffee among his passions and jokingly admits he knows a weird amount about it. He finds therapy time in waking up with the sunrise to go for a walk and enjoys regular time on the golf course.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- Financial Planning Association
Primary Location
6701 Democracy Boulevard, Suite 300, Bethesda, MD 20817
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a discovery consultation call. In this complimentary call, we will discuss your situation and determine if our firm is a fit for your needs. I look forward to speaking with you.Offers Investment Management
Yes
About Divergent Planning, LLC
Our founders started Divergent Planning because they wanted to offer more accountability to clients than the big, national firms offered. Both Ara and Matt started their financial services careers in 2003 and came together in 2010 to open Divergent Planning with a commitment to transparency in financial planning and investment management fees.That commitment led us to take it a step further, and in 2017, our financial advisory firm became a fee-only, fiduciary Registered Investment Advisor—we aren’t paid commissions, and our advice always puts clients’ best interests first. Located in Bethesda, MD, we have implemented the technology and processes to meet clients in person or virtually, with nearly all of our clients (99%) choosing to work with us remotely.
Why Divergent Planning
We diverge from both large, multi-national companies and many independent advisors. Here, your financial plan won’t be solely focused on your investment portfolio (though that is a crucial component) but will incorporate all areas of your money. We offer:
✔️ Adaptable financial planning:
Your financial plan is an ever-changing, ongoing project that adjusts to the transitions of your life.
✔️ Ensemble approach:
You work with a lead advisor while receiving the benefit of all team members’ expertise.
✔️ Transparency:
Our technology can provide you a real-time picture of your finances whenever and wherever you want it.
✔️ Accountability:
We have developed processes so that you have the comfort of knowing that your next meeting and action items are always on the calendar.
✔️ Tax planning:
We will draw on our in-house expertise to integrate tax strategies with your financial plan and will work with your CPA as well.
✔️ Planning for the long term:
We stay current on changes to laws and trends that affect clients and have structured our firm to be here for the long term.
Education
Hampden-Sydney College
Hobbies and Interests
- Family
- Golf
- Walking
- Wine
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Government Employees
- Intergenerational Families
- Living in Retirement
- Parents
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