Matthew Serkes, CFP®

My father. Although he was an attorney, he obtained the CFP® certification to ensure he had the proper understanding to wisely plan for our family’s future. That always stuck with me, and was a main factor in my decision to become a financial advisor.

Financial literacy is so important and working with a trusted advisor can make a huge difference. I believe it is important to be able to create a plan to achieve your goals and objectives and even better to have the discipline and advice to adhere to your plan during both good times and bad. It is very easy to panic, and my job is to help clients separate their emotions from the objective.

My family is my everything. I try to get to know my clients on a very personal basis and in return I like to share personal details of my life. It is important that my clients view me as a human being and not as a corporate entity.

Our people and our drive to serve our clients to the best of our abilities. The RIA space is extremely crowded and I believe service is a HUGE differentiating factor. We pride ourselves on our service and responsiveness.