Matthew Barnard (CFP®, MS)
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.
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