Matt Whitcomb

I am a CERTIFIED FINANCIAL PLANNER™ professional dedicated to helping individuals and families pursue meaningful financial goals while mitigating risk. I began my career in financial services in 2007, and over the years I’ve developed a deep appreciation for thoughtful, comprehensive planning that supports both financial security and long-term peace of mind.

I love all things investing, finance and economics, so choosing to major in Finance at the University of Iowa was an easy choice. I learned at a young age how important client relationships and communication can be. Shortly after starting college I watched my father’s financial advisor mistakenly invest the proceeds of his business sale into long term aggressive investments. Unfortunately, some of the funds were intended to pay for my college education, and this was in 2006. You can imagine what happened next. So I’m also well versed on how student loans work! For this reason I believe communication and  understanding my client’s goals to be of utmost importance. 

My approach goes beyond traditional planning. I focus on dynamic retirement income planning, tactical and defensive investment strategies, and coordinating tax and estate considerations to help ensure every part of a client’s financial life works together. I believe financial planning should provide clarity and confidence—not confusion—and I work closely with clients to help them make informed, intentional decisions.

I view my role not simply as an advisor, but as a long-term financial coach—guiding clients through life’s transitions and helping them build strategies designed to protect their future and the people they care about most. Building lasting relationships is one of the most rewarding parts of my work.

Outside of the office, I value time with my family and staying connected to my community. I have been involved in mentoring through Big Brothers Big Sisters of Colorado, and I believe giving back is an important part of both personal and professional life.

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