Meet the founder, Matthew Garasic.
My first return on investment came in elementary school after selling a pig at the county fair. I guess you could say entrepreneurship was in my blood. Fast forward ten years, and I graduated from The Ohio State University with a Bachelor's of Science in Consumer & Family Financial Services.
My entire career has revolved around financial planning. Sometimes I wonder how I got so lucky to do what I love from the very beginning.
I found my niche in equity compensation and business liquidity planning when I moved to Miami, FL to build and manage the financial planning department for a multi-billion-dollar RIA. I had the chance to work closely with ultra-high net worth business owners and corporate executives and saw how big of a need there is to capitalize on these once in a lifetime opportunities.
My passion is providing real financial planning to help people achieve what's truly important to them. In the process, I want to help break the stigma that expensive investment products, hundred page binders, and mahogany desks are what represent the industry. I want to be thought of as someone who really helps change client's lives through financial advice.
Outside of work, I enjoy training and competing in Brazilian Jiu-Jitsu, spending time with my friends and fiancée, and spoiling the company's Chief Happiness Officer, Frankie.
Matthew Garasic, CFP
Founder & President
Chief Happiness Officer
Frankie is often referred to as a globetrotter.
As she approaches three years old, she has already lived in three different states and reached the summit of Mount Evans, the highest paved road in North America.
Her versatility played a key role in securing the Chief Happiness Officer position.
A Real Wealth Management Experience
Fee-Only, Independent, Fiduciary
One compensation source: our clients.
No commissions, no underlying allegiances, no ulterior motives
Every decision made in your best interest
Time is our most valuable asset.
Our investments in award winning technology safeguard your time by eliminating manual paperwork, minimizing mistakes, and maximizing convenience.
Real Financial Planning
Financial planning isn't plugging
numbers into a software to tell you what you need to retire.
We perform real financial planning. Optimizing every element of your life affected by financial decision making to improve your present and future.
Experience in Sophistication
Keeping your life simple requires us to handle the complex.
You get direct access to years of experience in creating and implementing complex financial solutions for high-net worth individuals
Accountability & Accessibility
Clients have untethered access to view their portfolio performance 24/7/365.
Performance is transparently reported with a benchmark to compare your portfolio's performance against the broader market
We don't put clients in a box. Every client
is unique and that's the way we like it.
Whether you prefer in-person or virtual meetings, keeping inherited portfolio positions, or other customizations, our services are tailored to you.