Matt Teeple, CFP®
Matt’s career in personal finance began in 2004 with the firm A.G. Edwards where he counseled families on a wide variety of financial matters.
Prior to founding Teeple Wealth Management, Matt worked for the wealth management firm Oxford Financial Group. While at Oxford, Matt helped counsel a group of affluent clients including Fortune 500 CEO’s, high ranking political officials, and numerous other business owners, physicians, and professionals.
Teeple Wealth Management is an independent, fee only, comprehensive wealth management firm. Our focus is on your family. To keep our focus on you, we cap the number of clients any one advisor at our firm works with at any given time so you can be sure that we know you, your family, and your goals well. We are therefore able to give you the proactive, engaging service and quality of advice you deserve. This approach of intentionally limiting our own growth to elevate our level of service is very unique in the industry, and we believe in the value that we're able to deliver as a result so much that we go one extra step and make a money back satisfaction guarantee on our fee. We believe this makes us stand out amongst our peers and the perfect firm to assist your family in achieving your hopes and dreams!