Matt Jelnicky, CFP® is a full service financial services firm based in Charlotte, North Carolina. We assist individuals and closely held companies with retirement accumulation strategies and distribution planning. With our clients, we help design plans to work towards each individual’s retirement goals. Our services are designed for those who want objectivity in investment planning and who wish to work with one advisor—a financial point guard for busy individuals.
We are dedicated to providing financial services to our clients. As a Certified Public Accountant with a master’s degree in taxation as well as a CERTIFIED FINANCIAL PLANNER™ Professional, we focus on a full financial approach. We will not recommend any course of action or any type of financial product until we are fully aware of our client’s goals and objectives — and
then only when we are convinced that the recommendation is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s behavior, objectives, circumstances and risk-taking capacity.
Our highest priority is to create
value for our clients by offering the following services:
We recognize that our clients lead active and complex lives. Many of our clients are business professionals seeking one advisor on whom they can rely for sound financial advice. They understand that managing their investments is more complicated and time-consuming than ever before and believe that providing them with specialized tax and investment professionals can provide them with a high level of confidence. Our clients look to us to build a team for their estate planning needs by coordinating our planning with tax, legal and insurance professionals. We follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.
For more information on our firm, we invite you explore our website, or to call or e-mail us. We look forward to discussing your personal needs and how we might provide investment advisory services and financial planning support to you.
Matt Jelnicky, CFP® was founded in 1997 with the goal of assisting our clients in all aspects of their financial lives.
Matt is a CERTIFIED FINANCIAL PLANNER™ Professional which allows him to help his clients plan financially for every phase of their lives.