From Service to Strategy
In the world of financial advising, the foundation of My work is built on patience and deliberative action. My approach is inspired by the timeless wisdom of philosophers like Marcus Aurelius, who emphasized the importance of reason and steadfastness. I aim to remove the noise of passion from my decision-making process, focusing instead on creating solid plans that withstand the ebbs and flows of the investing climate.
Led by Kevin Matthews, a former Naval Officer, my ethos is deeply rooted in the values of Honor, Courage, and Commitment. Honor drives us to act in the best interest of my clients, maintaining my role as fiduciaries who prioritize client needs above my own. Courage allows us to navigate challenging financial landscapes with confidence, understanding that economic cycles are natural. I aim to leverage the good times while preparing for the bad, ensuring resilience for both us and my clients. Commitment underscores my belief that financial planning is a marathon, not a sprint. It demands dedication not only to financial success but also to nurturing enduring relationships with my clients.
My firm is grounded in values that reflect a philosophical foundation, encompassing the physical, logical, and ethical dimensions of wealth management.
My Guiding Principles
The Physical
I take a practical approach to financial planning, delving into your needs, goals, and potential gaps. With over 20 years of tax preparation experience, I offer tax-sensible advice to help you prepare for your future while minimizing unnecessary burdens.
The Logical
My commitment is to deliver advice in plain language, empowering you to make informed, rational decisions without being overwhelmed by complex jargon.
The Ethical
I embark on a journey with you to discover what truly contributes to your ultimate happiness. By establishing and maintaining a plan, I work together to keep you on track, ensuring that short-term desires do not overshadow long-term fulfillment.
Dr. Kevin Matthews Ed.D., CPA, SHRM-CP, MST, MBA, MAcc
Financial Advisor