Matthew Graham

Backed by nearly 15 years of experience in the financial services industry, Matthew works with clients to help them achieve their financial goals, such as saving for and living comfortably in retirement, building education savings, and more.

Matt takes special care to place himself in a client's shoes while assisting them in working towards their financial goals. As an independent advisor and fiduciary he can go beyond the investment discussion and really focus more on overall solutions to assist in helping people achieve their personal financial goals. 

Matt had a dual major and received bachelor’s degrees in mathematics and economics from the University of Michigan. Believing in physical and as well as fiscal fitness, Matt was a member of the Men’s Rowing Team. He stays active with his wife, Lauryn, and their two daughters, by exploring the different lakes and regions of Michigan. They currently reside in Ada, MI.