Teeple Wealth Management is a 100% fee only, completely independent, Registered Investment Advisor (RIA) firm specializing in providing comprehensive wealth management solutions to families and small businesses. As a Certified Financial Planner (CFP), we are trained and able to help you in any of your financial matters whether that be retirement planning, investments, cash flow, risk management, or tax, estate or education planning.
Matt graduated with high distinction from the Kelley School of Business at Indiana University in Bloomington earning his degree in finance and a minor in economics. In 2008, he earned the Certified Financial Planner designation by completing graduate level coursework in the areas of general financial planning, insurance, investments, and retirement, tax and estate planning and successfully passing the 10-hour comprehensive exam which covered all areas of study.
Matt's career in personal finance began in 2004 with the firm A.G. Edwards where he counseled families on a wide variety of financial matters.
Prior to founding Teeple Wealth Management, Matt worked for the wealth management firm Oxford Financial Group. While at Oxford, Matt helped counsel a group of affluent clients including Fortune 500 CEOs, high ranking political officials, and numerous other business owners, physicians, and professionals.
Most recently, Matt has been honored in five consecutive years by Five Star Professional who designated him as a Five Star Wealth Manager. In 2017, Matt and his firm were selected by Dave Ramsey to participate in Dave's SmartVestor Pro program. This program comes with very exclusive admittance standards, and it is designed to help potential clients who are familiar with Dave Ramsey streamline their advisor selection process. All SmartVestor Pros have been thoroughly vetted by Dave and his team and abide by the type of financial principles that Dave Ramsey so often speaks and writes about.
|Mon.||8:00 AM - 5:00 PM|
|Tue.||8:00 AM - 5:00 PM|
|Wed.||8:00 AM - 5:00 PM|
|Thu.||8:00 AM - 5:00 PM|
|Fri.||8:00 AM - 5:00 PM|
|New Ross||North Salem|