As a Financial Advisor & Retirement Benefit Consultant, Matt Stolle has over 30 years of industry experience with a concentration in retirement benefits and executive wealth planning.  With a custom-tailored approach to each client, Matt takes pride in a deep rooted service model that adheres to a disciplined process delivering a consistent wealth management experience.

Before any financial decisions are made, Matt considers your whole life, taking time to understand who you are and what matters to you most. Matt’s service model encompasses eight (8) vital areas key to wealth management for any private client plan:

• Custom Retirement Planning
• Investment Management
• Will & Trust*
• Estate Planning Services
• Insurance Review -Liability Review
• Charitable Gifting Strategies
• Legacy Planning.

Matt’s practice also contains a concentration in retirement benefit plans.  He has expertise in 401(k), 403(b), 401(a), 457, Profit Sharing, ESOP, Deferred Compensation, Stock Option and Defined Benefit (pension) plans.  Matt’s retirement plan service model encompasses all vital areas key to fiduciary compliance for any retirement plan.

Matt holds a Chartered Retirement Planning Counselor (CRPC™) designation from the College for Financial Planning Institutes Corp., an Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies, and Certified Plan Fiduciary Advisor® designation from the National Association of Plan Advisors. Matt earned a bachelor’s degree in finance from Butler University in Indianapolis, Indiana. He was named as one of the Financial Times Top 401 Retirement Plan Advisors. Active in his community, Matt has held multiple non-profit board positions and currently sits on the board for Indiana Swimming. Matt & his wife, Christine, live in Fishers, Indiana with their two children: Anna and Evan.

*LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Legal services are not offered by Strategic Retirement Partners, LPL Financial or affiliated advisors.