Matthew Barnard (CFP®, MS)

Planning Specialties

We work with a wide variety of people, but especially enjoy financial planning for people who are:

  • Startup employees/execs;
  • Planning for semi-retirement and retirement;
  • Interested in Socially Responsible Investing without giving up returns.

Our firm services are unique among NAPFA members because we offer both one-time Financial Strategy Sessions, and comprehensive annual retainers.

Additional Information

I lead a small team of dedicated financial planning professionals who work in a comprehensive, or holistic, way. We help our clients gain confidence, get organized, and go forward with clarity so they can achieve big goals. We look forward to meeting you!

NAPFA Start Date

September 25, 2019

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This Office

3744 N Southport Chicago, IL 60613 Phone: 7734049344 Fax: (773) 327-1461