Matt Kelley, CFP^®

How do I help clients Live a Richer Life®?
As a Lead Advisor, I partner with clients in all aspects of the financial planning process to help ensure they achieve their goals and have clarity and peace of mind in our process. I love helping people pursue their ambitions, and offering personalized service and objective investment advice.

Throughout my career, I have been dedicated to providing clients an unsurpassed level of assistance and guidance and am passionate about serving our clients’ best interests. In my prior roles, I provided customized goals-based financial strategies designed to anticipate and meet all sorts of diverse needs.

How do I align my time and money with my values and passions to Live a Richer Life®?
I align my time with my values by embracing the curiosity to explore my interests, committing to continuous growth of my personal and professional development, and fostering collaboration between myself, my teammates, and my clients to help share and achieve our common goals. This allows me to live a fulfilling and enriched life!