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


This Office

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