Matthew Kelley (AAMS, AIF®, CFP®)
Matthew Kelley focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Fixed Fee (Subscription, Retainer, etc.)
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
As the founder of Gold Medal Waters, Matthew holds the designations of CERTIFIED FINANCIAL PLANNER™ and ACCREDITED ASSET MANAGEMENT SPECIALIST™. He also holds the ACCREDITED INVESTMENT FIDUCIARY™ professional designation as awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh.
Matthew has been quoted in periodicals such as Newsweek, BusinessWeek Small Biz, Investment News, Fly Rod and Reel, The Denver Business Journal, The Boulder County Business Report, Caviar Affair Magazine, Physicians Practice, WebMD, Medscape, and the Boulder Realtor Review. Matthew has appeared on KUSA 9 News' Moneyline 9, and volunteers his services for Kiplinger's "Jump Start Your Retirement."
Matthew is a member of the Boulder County Estate Planners Council, the National Associate of Personal Financial Advisers (NAPFA), Coal Creek Rotary Club, and served as the Head Coach of the Boulder High School Lacrosse Program for 11 seasons. He is currently the head coach of the Fairview High School Lacrosse Program.
Additional Information
Gold Medal Waters, Inc. (GMW) is a fee-only financial advisory firm that serves as a trusted counselor to clients with substantial assets, high current income, or high earnings potential. We have developed a specialty in serving medical professionals, business owners, and other clients with complex planning needs.
Gold Medal Waters, Inc. started as a small, independent firm in Boulder, CO. We now use video technology to work closely with clients across the U.S. In our “Purposeful Path” process, we provide life vision exploration, financial and retirement planning, financial advisory, and tax planning services to every client. An annual process ensures that goals, strategies, and plans are updated to reflect life transitions and changing priorities.
As a fiduciary, we always put our client’s best interests first, and our transparent pricing helps you monitor the value you are receiving. Please read our website and social media disclosures: https://bit.ly/gmwdisclosures.
NAPFA Start Date
November 09, 2004
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