Matt Addy, CPFA®

Matt Addy, CPFA®

Financial Planner

Matt has been a Financial Advisor for over 14 years and focuses on working with individuals, families, and small businesses to provide holistic financial planning, including risk management and investment advisory services.

He enjoys taking an educational financial approach with his clients, helping to ensure they fully understand all the components of their financial plan and how important a strong foundation is to securing their financial independence and creating peace of mind that their retirement vision has been achieved.

Whether you are just starting to plan for your future or have planned for several years to build your nest egg, Matt will work to bring that same level of dedication, compassion, and determination to each and every client he works with and would be honored to do the same for you and your family.

Matt and his wife, Catherine, are proud residents in the Lansing area. They have two daughters, Taylor and Sawyer. In their spare time, Matt and Catherine are actively involved in their local communities. They have a passion for working Water Warriors, which is an organization that raises money and awareness for Special Olympics Michigan.

Matt graduated from Western Michigan University's Haworth College of Business, with a concentration in Finance and Accountancy. He currently holds his Certified Plan Fiduciary Advisor (CPFA®) designation through the National Association of Plan Advisors (NAPA).