Matthew Jentner (CFP®, CPA)

Matthew Jentner focuses in the
following client markets or areas of practice:

Business Owners

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Plan Investment Advice

Planning Specialties

Successful wealth management involves comprehensive financial planning, investment management, and values-based life planning – our areas of knowledge and experience.

ProActive Investment Management

Passively engineered investing
Globally diverse investing
Cost-effective and tax-efficient investing
Risk-appropriate asset allocations
Disciplined rebalancing
Cash flow and investment distribution planning
Written investment policy statement

Goal-Centered Financial Planning

Retirement
Estate
Insurance
Legacy
Business succession
Education
Life transition
Tax

Continual Communication

Personal meetings with your advisor
Client education and events
Newsletters, statements, market updates, etc.
Personal wealth management website

Institutional Trustee Services

Investment management
Wealth transfer guidance
Trust administration through Charles Schwab Bank

Types of Clients Served

Individuals and families
Trusts
Business retirement plans
Foundations and endowments

Additional Information

Matthew oversees Jentner’s wealth-management processes and activities and is responsible for client relationships and overseeing the Jentner client experience.

His work experience spanning multiple disciplines, including accounting, banking, and wealth management, along with his education provide him with a strong financial and customer service background. Prior to joining Jentner, Matthew worked as a Commercial Loan Officer for CFBank in Akron, Ohio; was the controller and also managed sales for the Walter H. Drane Company, a legal publication firm in Beachwood, Ohio; and was a tax accountant for BCG & Company in Akron, Ohio.

Matthew actively pursues community involvement. He serves on the Board of Directors and Finance Committee for Humility of Mary Housing, Inc. and the Executive Advisory Board for the Mercy Economic Development International Corporation. He is also active in the Greater Akron Chamber of Commerce, is the Talent/Workforce Development Taskforce Leader for the Chamber’s Small Business Council, and is a member of Cascade Capital’s Loan Committee. Matthew was the Chairperson for the Personnel Committee for Mercy Economic Development International Corporation, is an alumnus of TorchBearers, and is a former member of the Board of Directors for Young Professionals of Akron. Matthew received the Akron Chamber's 30 for the Future Award in 2014, an award honoring young professionals whose stellar contributions impact their industries and the greater Akron region.

Matthew earned his CPA designation in 2007 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. He was accepted to NAPFA, the country’s leading professional association of fee-only financial advisors who are committed to working in the best interests of those they serve, in 2017. He holds a Bachelor of Science degree in accountancy from the University of Akron.