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Matt Roop (CEPA, CFP®)

Matt Roop focuses in the
following client markets or areas of practice:

  • Business Owners
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Additional Information

  • Investment Advice with Ongoing Management
  • Exit Planning for Business Owners
  • Multigenerational Planning

NAPFA Start Date

June 24, 2015

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

This Office

8440 Woodfield Crossing Blvd Ste 360 Indianapolis, IN 46240-4346 Phone: (317) 469-2455 Fax: (317) 469-2460
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Other Offices

Brick & Mortar 11 N. Northwest Hwy Park Ridge, IL 60068-1353 Phone: (847) 789-5000 Fax: (815) 572-9291
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