Five Star award winner Matt Teeple, CFP®

PROFESSIONAL PROFILE

Contact Me

Matt Teeple, CFP^®

President

Teeple Wealth Management

111 East Main St

Brownsburg, IN 46112

Office: 317-362-6264

Cell: 317-362-6264

mteeple@teeplewealth.com
www.teeplewealth.com

Professional Approach

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!

See Accomplishments

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The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 1,716 Indianapolis-area wealth managers were considered for the award; 128 (7% of candidates) were named 2021 Five Star Wealth Managers. 2020: 1,786 considered, 143 winners; 2019: 1,659 considered, 153 winners; 2018: 1,588 considered, 149 winners; 2017: 1,164 considered, 182 winners; 2016: 1,083 considered, 332 winners; 2015: 1,743 considered, 348 winners; 2014: 2,009 considered, 360 winners; 2013: 1,624 considered, 413 winners; 2012: 1,375 considered, 387 winners.