Matt Buckwalter (CFP®, MS)
Matt Buckwalter focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Corporate Executives
- Generation X
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Baby Boomers
- Business Owners
- Corporate Executives
- Generation X
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Personal Wealth Management is our core offering—where thoughtful financial planning and Fee-Only investment advice come together to help you make clear, confident decisions.
As independent fiduciaries, we don’t sell products or earn commissions. We act solely in your best interest, bringing structure and clarity to your financial life. Our role is to help you think through important decisions, simplify what feels complex, and stay aligned with what matters most.
We focus on long-term partnership—helping you move forward with confidence, not second-guessing. That’s what we call Simply More Life: using your financial resources in a way that supports the life you want to live, both now and over time.
Additional Information
Matt’s Story
Over the years, I’ve found that most people don’t need more financial information—they need a clearer way to think through the decisions in front of them.
Many of the professionals I work with have done a lot right. They’ve built successful careers, saved diligently, and made thoughtful choices along the way. But as retirement approaches, the questions become more complex—and the margin for error feels smaller.
That’s where I focus my work.
I help bring structure and clarity to the decision-making process, so you can move forward with confidence—not second-guessing. That often means simplifying what feels complicated, coordinating across different parts of your financial life, and focusing on what truly matters to you.
My approach is steady, practical, and grounded in long-term thinking. As a CFP® professional and fee-only fiduciary, my role is to provide guidance that’s aligned with your best interests—without distractions from products or commissions.
I call this approach Simply More Life—helping you use your financial resources in a way that supports the life you want to live, both now and over time.
NAPFA Start Date
May 08, 2008
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