Matthew Barnard (CFP®, EA)
Matthew Barnard focuses in the
following client markets or areas of practice:
- Charitable Giving
- College/Education Planning
- Generation X
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
- Charitable Giving
- College/Education Planning
- Generation X
- Investment Advice with Ongoing Management
- Millennials
- Tax Planning
Planning Specialties
I work with a wide variety of people, but especially enjoy financial planning for people who are:
- Young professionals
- Growing families
- Professionals with tax complexities
My firm's services are likely unique among NAPFA members because I offer three service levels to allow me to meet you wherever you are in life.
Additional Information
I'm Matthew, the founder of Maplewood Wealth, and I'll admit it—I'm a financial planning nerd. While I geek out over optimizing finances and taxes for my clients, what truly excites me is witnessing the transformation in their lives as they gain confidence in their financial decisions.
At Maplewood Wealth, I've created a fresh approach to financial planning that resonates with fellow millennials who've found success early in their careers. I understand that for our generation, true financial confidence goes beyond mere numbers—it's about aligning our money with our values and goals to design the lifestyle we want. My approach allows you to enjoy life now while also securing a fulfilling future.
Based in the Chicagoland area, I bring both professional expertise and relatable life experience to my practice. As a young father balancing career and family life, I intimately understand the challenges and aspirations you face. Whether you're a young professional building a strong financial foundation, a "surprised affluent" navigating sudden wealth, or part of a growing family juggling multiple financial priorities, I tailor my approach to your unique situation. With Maplewood Wealth, you're not just getting a financial planner—you're gaining a dedicated partner in navigating life's changes and achieving your dreams without stress. Let's work together to create a financial plan that empowers you to live your best life, both now and in the future.
NAPFA Start Date
September 25, 2019
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