Matt Stadelman, AIF®, CRPC®
Partner

Matt Stadelman brings an entrepreneurial perspective shaped by two decades of successfully running a remodeling company specializing in complex renovation projects. In 2007, after selling his interest to his partners, he transitioned into financial services — applying the same discipline and client-focused approach to financial planning.

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Matt Stadelman, AIF

Matt is known for being a thoughtful listener with the ability to help clients prioritize objectives and visualize their financial future. His experience as a business owner provides valuable insight when working with entrepreneurs and executives navigating important life decisions. In addition to working with clients, Matt serves as the firm’s Chief Compliance Officer.

Matt holds the Accredited Investment Fiduciary® (AIF®) and Chartered Retirement Planning Counselor® (CRPC®) designations. He is a member of the Financial Planning Association and Provisors. Matt is married to his wife Nina, and together they enjoy cooking, traveling, and spending time with loved ones.

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