Matthew Ricks, MBA, CFP®
Financial planning for the disabled community
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More
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 Matthew Ricks, MBA, CFP®
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 ®
- 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
- Offers Advice-Only Services
- 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 Haystack Financial Planning
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
Hobbies and Interests
- Basketball
- Family
- Golf
- Music
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Caregivers
- Disabled Community
- Families
- Individuals
- Special Needs
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.
