Matthew Furlong (CFA®, CFP®, EA)

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

  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Millennials
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

Life is fluid, circumstances and resources change as we progress through life’s various stages. We work in partnership with our clients to develop a unique financial plan and investment strategy that can handle a range of possible scenarios and that can evolve as you progress through your professional career and life’s different investment stages.

We start every relationship by developing a thorough understanding of a client’s personal situation, goals, income and return objectives and tolerance for risk. We then design and implement an appropriate asset allocation strategy optimized to fit your unique set of circumstances. Our core investment approach is built upon a broad platform utilizing multiple asset classes in highly diversified investments that captures global market returns.

Additional Information

Matt Furlong is the principal and portfolio manager at Furlong Investment Solutions, LLC a Registered Investment Advisory Firm. He is the primary investment advisor with over 25 years of experience in the financial services industry. Since 2004, Matt has been privately managing individuals and various trusts investment portfolios, as well as, providing tax and estate planning solutions.

Prior to forming Furlong Investment Solutions, Matt’s professional experience ranges from being a financial analyst for a San Francisco based investment boutique to institutional trading in fixed income and equity securities servicing the retail and institutional clients of Drexel Burnham Lambert, E*Trade Financial and Susquehanna International Group.

Matt received his Bachelor of Science in Finance from Northern Illinois University. He continued his financial education by attaining the Chartered Financial Analyst® designation in 2002 and the Certified Financial Planner (TM) designation in 2018. He is a current member of the CFA Institute, the Charter Financial Analysts Society of Chicago, and the National Association of Personal Financial Advisors.

NAPFA Start Date

March 14, 2018

Submit
Submit

This Office

1820 W Berenice Ave Chicago, IL 60613-2720 Phone: (773) 218-4346