Matthew Roop (CFP®, MBA)

Matthew 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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This Office

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