Matthew Schlanger, CPA, PFS

Financial planning for every stage of life, backed by CPA tax expertise

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Matthew P. Schlanger CPA Matthew Schlanger, CPA, PFS
Littleton, CO

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

Who We Serve

  • Americans Living Abroad
  • Business Owners
  • Crypto Investors
  • Entrepreneurs
  • Families
  • Individuals
  • Military

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.

Get answers to frequently asked questions regarding the services offered by Matthew Schlanger, CPA, PFS View Disclosures

FAQs

Who does Schlanger Financial typically help?
Schlanger Financial is a Colorado-registered investment adviser based in Littleton, serving business owners, high-earning professionals, families, and individuals approaching or in retirement throughout the greater Denver area. Clients typically want one advisor who can coordinate their investments, retirement planning, and long-term financial goals, with the added perspective of a CPA. We meet in person at our Littleton office or virtually, by appointment.
What services does Schlanger Financial offer?
Our core service is ongoing financial planning, including investment management, retirement and retirement income planning, cash flow planning, and tax planning. For business owners, we also address entity and compensation strategy and planning for an eventual exit or succession. Clients meet with us quarterly so their plan stays current as their life, business, and the markets change.
How does tax planning fit into your financial planning?
Tax planning is one part of a complete financial plan, not the whole of it. As a CPA and Personal Financial Specialist (PFS), Matthew Schlanger considers the tax impact of investment, retirement, and business decisions alongside your goals, risk tolerance, and timeline. Schlanger Financial provides tax planning only. Tax preparation is handled separately by Matthew P. Schlanger CPA LLC.
What makes Schlanger Financial different from other financial advisors?
Most people work with an investment advisor and a tax professional who rarely coordinate. Matthew Schlanger brings both backgrounds to one relationship, so recommendations account for the full picture of your finances. Our focus is long-term relationships built on ongoing planning rather than one-time transactions.

FAQ Disclosures

Still have questions? Contact us today and we’ll be happy to help.