Matt Stolle, Aif®, Cpfa®, Crpc™, (K)Rs™ Email & Phone Number

As a Financial Advisor & Retirement Benefit Consultant, Matt Stolle has over 29 years of industry experience with a concentration in retirement benefits and executive wealth planning.  With a custom tailored approach to each client, Matt takes pride in a deep rooted service model that adheres to a disciplined process delivering a consistent wealth management experience. Before any financial decisions are made, Matt considers your whole life, taking time to understand who you are and what matters to you most. Matt's service model encompasses eight (8) vital areas key to wealth management for any private client plan:  -Custom Retirement Planning -Investment Management -Will & Trust  -Estate Planning Services-Insurance Review -Liability Review -Charitable Gifting Strategies -Legacy Planning.  Matt's practice also contains a concentration in retirement benefit plans.  He has experience with 401(k), 403(b), 401(a), 457, Profit Sharing, ESOP, Deferred Compensation, Stock Option and Defined Benefit (pension) plans.  Matt's retirement plan service model encompasses all vital areas key to fiduciary compliance for any retirement plan.  Matt holds a Chartered Retirement Planning Counselor™ designation from the College for Financial Planning Institutes Corp., an Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies, a Certified Plan Fiduciary Advisor® designation from the National Association of Plan Advisors and earned a bachelor's degree in finance from Butler University in Indianapolis, Indiana. He was named as one of the Financial Times Top 401 Retirement Plan Advisors. Active in his community, Matt has held multiple non-profit board positions and currently sits on the board for Indiana Swimming. Matt & his wife, Christine, live in Fishers, Indiana with their two children: Anna and Evan.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through WELLth Advisory Services, LLC, dba Strategic Retirement Partners (SRP), an SEC Registered Investment Advisor. WELLth Advisory Services, LLC and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.

Listed skills include Defined Benefit, Financial Advisory, Retirement Planning, Series 7, and 14 others.

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  Butler University

  Bachelor'S Degree