Matthew Armstrong, Cfp(R), Crps(R), Aif(R) Email & Phone Number

I help busy and successful people organize their finances and relieve financial stress. I am a financial advisor, member of the Advisory Team for Savant Capital Management, a CERTIFIED FINANCIAL PLANNER™ professional, and am responsible for managing all aspects of the financial planning and investment processes for my clients. I routinely meet with clients, advisors, portfolio managers, and financial planners to determine and coordinate effective planning, investment, and tax strategies. I have been in the financial services industry since 2005.I serve my clients in a fiduciary capacity, making financial recommendations and decisions in their best interest. Based in Rockford, IL, Savant is a Registered Investment Advisor, which means Savant advisors are required by law to act in our clients’ best interest. I specialize in helping people with investable assets from $500,000 to $5,000,000. Many of my clients are either working to accumulate assets for retirement, have recently had a 401k rollover from a job change, are planning for retirement, need help managing their hard-earned assets during retirement, or were looking for a second opinion on their previous investment strategy. I help give my clients confidence to work toward their ideal financial future while providing advice and coaching along the way. I earned a Bachelor of Arts degree in business administration with an emphasis in marketing from Augsburg University. I am an active member of the Rockford Cosmopolitan Service Club, serve on the Rockford Cosmopolitan Charities Board, and am a past club president. In 2010, I received the Cosmopolitan International President of the Year Award and was recognized by the Rockford Chamber of Commerce as one of their “40 Leaders Under 40.” Contact me at 815-227-0300 or at marmstrong@savantwealth.com to learn more.

Listed skills include Financial Planning, Investments, Retirement Planning, Problem Solving, and 22 others.