Matthew G Follen

Our team has the pleasure to serve many families and businesses throughout the country. Each of our team members bring their own unique talents and abilities to be able to serve our clients in the absolute best way possible. 

My philosophy around planning is simple; plan with clients to minimize unnecessary risks and improve overall balance sheets in the most tax and cost effective manner possible. 

Over the last several years we have found that the world of finance is complicated, lacks continuity, and is full of conflicts of interest. We're here to work with our clients to sort it out, plan it out, and point it out. We truly believe that this transparent process of planning has allowed us to better serve our clients, and build long lasting relationships in our community.

I firmly believe in holistic planning and values-based solutions. Our team will work tirelessly on creating custom financial plans and update regularly to keep up any obstacles or challenges life may have in store.

No matter if your business is big or small, we'll work hard to help you grow. From protecting against risk and managing growth, to attracting and retaining top talent, we have a range of solutions designed for you and your employees.