Matthew Crum (CFP®)
Matthew Crum focuses in the
following client markets or areas of practice:
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
- AUM
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- Corporate Executives
Planning Specialties
We partner with individuals and families who want to focus their efforts on how to live the most fulfilling lives, not on amassing the largest net worth possible. We specialize in working with busy professionals and small business owners who prioritize how they want to spend their time.Additional Information
Matthew Crum, CFP® - Financial Planner, Founder What drives me is empowering people to use their money to live life the way they envision. Early in my career, I consulted for independent financial advisors and found that most advisory relationships are focused on managing investments. But for most, having wealth is not the end goal - or at least it shouldn't be. ? Taking a more holistic view, money should be viewed as a tool used to increase the quality of our life experience. I believe that the role of an advisor is to help people maximize the value of how they spend their time rather than the size of their net worth.NAPFA Start Date
March 26, 2018
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