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Our Company

Matt Jelnicky, CFP® was founded in 1997 with the goal of assisting our clients in all aspects of their financial lives. Over the years, we have provided personalized service for each of our clients, thus earning us a reputation for excellence in our industry. For each of our clients, we strive to help create financial readiness to provide financial independence.

The Matt Jelnicky, CFP® difference

What separates a CFP® professional from other advisors is rigorous training and standards to offer you the best planning and advice. CERTIFIED FINANCIAL PLANNER™ Professionals are evaluated comprehensively in six specialty areas to provide a holistic approach to planning: retirement, estate planning, taxes, investments, budgeting and insurance. We are also bound by ethical standards to ensure that the financial planning advice we provide our clients meets their goals and needs first.

Steady communication and the development of close working relationships with our clients is our foundation for mutual success. We strive to become an extension of our clients through deeply understanding their goals and concerns. This level of personal service, combined with experience, knowledge and professionalism, allows us to provide the best possible care available. Working with us means clients can take advantage of national firm experience with the added benefit of personal care.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (704) 552-8488.