Matthew Ferrell (CFP®)
Matthew Ferrell focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
- AUM
- Baby Boomers
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Estate & Generational Planning Issues
Additional Information
I provide comprehensive financial planning for individuals and families who want to be intentional with their money and life decisions. My areas of focus include retirement income strategies, navigating windfalls (such as inheritance or business sales), and supporting members of the FIRE (Financial Independence, Retire Early) community.
After 22 years in higher education, I bring unique insight into the needs of college professors and administrators—especially those seeking early retirement, second-act careers, or greater flexibility. Through MADE Financial Design, I help clients align their financial decisions with their values, designing plans that support long-term goals like adventure, education, generosity, and financial independence. My services integrate investment management, tax planning, and long-term cash flow modeling in a practical, down-to-earth way.
NAPFA Start Date
July 23, 2025
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