Matthew Doran (BA, CFP®, M.Ed.)

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

  • Alternative or Private Investments
  • Business Owners
  • Charitable Giving
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs

Planning Specialties

Cash Flow Planning Investment Planning Tax Planning Retirement Planning Risk Management Estate/Legacy Planning Equity Compensation Planning

Additional Information

We serve individuals and families who want advice and strategy for achieving their most important goals. We provide financial planning along with Investment management and also offer an "Advice Only" option for those who enjoy managing investments on their own but value a collaborative partnership. We provide our services for a customized, transparent flat fee and have eliminated the conflicts of financial products sales.

NAPFA Start Date

October 12, 2022

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This Office

100 River Street, Suite 1 Elk Rapids, MI 49629 Phone: +1 (231) 631-1912