Matt Roop, Cepa, Cfp® Email & Phone Number

As a personal “chief financial officer” for my clients, I believe in a purpose-driven, intentional, and collaborative approach to wealth management, and I’m committed to cultivating relationships of value with my clients to support this approach. To that end, I directly oversee every facet of their financial landscapes, aiming to enhance their financial clarity and orchestrate strategies to focus the power of their wealth on what’s most significant to them - whether that is financial independence for their family, or dedicating their resources to making an impact in their community. At Deerfield, we call this living your Wealthwhile. Wealthwhile planning is a unique and straightforward three-step process developed by Deerfield to help our clients create more of what is worthwhile in their lives. We are currently trusted by more than 200 families across the United States, many of whom are women, physicians, attorneys, and business leaders with a range of net worth from $1 million to over $50 million. As their lives and careers become more complex, so too has managing their wealth. When faced with complicated financial situations, our clients turn to us because we can personally apply decades’ worth of wisdom to help them reduce complexity, eliminate dangers, capitalize on opportunities, and ultimately experience Wealthwhile. If you have questions about Wealthwhile planning, please reach out at (317) 644-7701 or mroop@deerfieldfa.com. Deerfield is a full-service, independent wealth management firm located in Indianapolis and Chicago with deep roots in the fee-only, fiduciary financial planning industry. To learn more, visit deerfieldfa.com.—-Deerfield Financial Advisors, Inc. (“Deerfield”) is an SEC-registered investment adviser located in the State of Indiana. Deerfield and its representatives are in compliance with the current notice filing requirements imposed upon SEC-registered investment advisers by those states in which Deerfield maintains clients.

Listed skills include Strategic Planning, Project Management, Budgets, Customer Service, and 17 others.