Endeavor Wealth Management
Matthew G Follen
Wealth Management Advisor|ChFC®, RICP®, CLTC®
Why I started in the business
Financial planning is a passion of everyone on the Endeavor Wealth Management team. This passion comes from the desire to help others navigate life's complexities and achieve their goals with confidence.
I find great fulfillment in solving intricate financial challenges and creating strategies that align with what truly matters to my clients. For me, financial planning is not just about numbers - its about values and capturing true joy in life. The values-based approach to planning builds trust, empowers decision-making, and leads to more meaningful outcomes.
With the support of exceptional team, I'm proud to provide a level of service and personal connection that delivers an exceptional experience to the individuals, families, and organizations I serve.
Lending a hand in my community.
My team is proud to not only serve our clients but our community as well. We volunteer for many organizations however this year our efforts have been focused on the battle against childhood cancer. We believe that communities are made stronger when individuals and business leaders come together to work for the betterment of the community and all of its citizens. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Professional
Years of Experience
Representing Northwestern Mutual since 2013.
Education
- Marian University, Organizational Communication (Bachelors of Arts)
- Lambda Pi Eta honor society
- Cum Laude
- ChFC (Chartered Financial Consultant)
- The ChFC program offers comprensive education in the essentials of financial planning, including insurance, taxation, retirement, and estate planning. It also addresses advanced areas such as behavioral finance, non-traditional family structures, and small business planning.
- RICP (Retirment Income Certified Professional)
- The Retirement Income Certified Professional® (RICP®) program empowers financial professionals with the knowledge they need to become experts in today's fast-growing retirement planning market. It is an extensive and intensive retirement income education that covers all retirement income styles and strategies, straight from the nation's top thought leaders
- CLTC (Certified Long-Term Care)
- The Corporation for Long-Term Care Certification is the long-term care insurance industry's only independent professional designation. Created in 1999, financial professionals holding this designation are focused on the field of long-term care and know the right questions to ask. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Business Planning
Wealth Management
Estate Planning
Tax-Efficient Strategies
Life Insurance Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
