Matt Stadelman

Matt Stadelman AIF®, CRPC®

Matt Stadelman embarked on his journey to become a trusted advisor fueled by his entrepreneurial spirit. At the age of twenty, he started his first business, a remodeling company that specialized in complex, architecturally historic renovation projects. In 2007, after two successful decades in business, he sold his interest to his partners and switched gears to begin working in the financial services industry.

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Matt is known for being a particularly good listener, with the ability to help clients prioritize their objectives and visualize the future. What holds true for success, whether a contractor or a financial planner, is the importance of establishing clear goals and developing a path to make them happen. Matt has valuable insight on how to successfully run a small business, which is critical in his work helping business owners and executives navigate important life decisions.

Matt holds the Accredited Investment Fiduciary® and Chartered Retirement Planning Counselor® designations. He is a member of the Financial Planning Association and Provisors, a network of leading legal, financial, and business professionals. He is married to his wife Nina and together they enjoy cooking, traveling and spending time with loved ones.