Matthew Boley

Matt has spent over a decade helping families to ensure that their wealth and retirement plan strategies are working for them. With integrity at the forefront, coupled with a vast knowledge base and years of experience in cultivating loyal client relationships, Matt is equipped to help individuals and small businesses work toward achieving their financial goals.

Matt is a Chartered Retirement Planning Counselor (CRPC®). This curriculum has provided him with in-depth training in investment planning, tax planning, risk management, insurance management, and education planning.

Matt graduated with distinction from the University of Michigan with a B.S. in Business Administration with a concentration in finance. He remains active with his alma mater to this day. When he is not volunteering or spending time with his wife and young sons, you can find him on the golf course or on the water with close family and friends.