Matthew Ricks (CFP®, MBA)
Matthew Ricks focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Special Needs Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Special Needs Planning
Planning Specialties
I believe a holistic view of clients' financial life is the key to creating a sense of security that allows them to focus more on living the life they want to lead. To me, 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. I enjoy guiding and educating clients so that they are armed with the knowledge and information to make the best decisions for themselves.Additional Information
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 individual with special needs 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. I currently live in New York City with my wife and our two sons., We enjoy exploring playgrounds, riding the bus and subway (pre-COVID at least), and searching for cool construction equipment. 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), searching for the perfect grilled cheese, or contemplating my next home improvement project despite living in an NYC co-op.NAPFA Start Date
December 04, 2020
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