Matthew Brock (CFP)
Matthew Brock focuses in the
following client markets or areas of practice:
- Corporate Executives
- Federal Employees
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Corporate Executives
- Federal Employees
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Divergent Planning provides cohesive financial and investment services to mid-career professionals, pre-retirees, and federal employees. As a client, the services you receive will be designed to meet your needs and achieve your goals, and may include the following:
- Risk management
- Retirement account/pension planning
- Investment management
- Insurance analysis
- Tax optimization
- Estate planning
- Employee benefit analysis
- Social Security and Medicare analysis
- Health care cost analysis
We base our investment philosophy on the same principles that inform our financial planning services, combining our individual advisors’ expertise to craft an investment portfolio to help you attain your long-term goals.
When it comes to investment portfolios, we take an active approach to asset allocation. Your asset allocation will be based on potential long-term market conditions and may change according to current economic factors.
Even as our asset allocation process is an active one, we take a passive approach to filling those asset classes, meaning we mostly use diversified exchange-traded funds (ETFs) and mutual funds. This diversification is designed to help insulate you from short-term market conditions while pursuing potentially higher long-term returns.
Additional Information
Matt Brock, CFP®, has spent his entire career helping people navigate the changes in their life through comprehensive financial planning. As a Lead Advisor for Divergent Planning, the CERTIFIED FINANCIAL PLANNER™ professional gets to know each client personally as well as their goals, and creates and implements the financial planning strategies to help them reach those goals. As Managing Partner, he creates the firm’s vision, implements the processes to reach that vision, and ensures the firm remains in compliance with federal and state regulations.
With a degree in math and economics, Matt has always had an analytical mind. He knew early on that he wanted to apply that mind-set to a career in financial services. He quickly realized that he could have the most impact by focusing on a client’s entire financial life. He relishes the systematic problem solving he applies in integrating the whole picture of a client’s finances in reaching their goals. And he counts starting Divergent Planning as his most satisfying career moment.
NAPFA Start Date
June 01, 2020
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