01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to help you reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services


Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.



How much does it cost to work with you?

Our pricing structure is built to encourage long term relationships and depends on your income and the complexity of your financial goals. It is designed to fit into your budget in order to work toward long-term financial success.

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What does it mean to hold the Chartered Financial Analyst® designation?

The Chartered Financial Analyst® designation is a professional certification that is considered by many to be the gold standard in the investment industry. The designation is conferred by the CFA® Institute, a global organization of more than 100,000 financial professionals dedicated to ensuring high educational, ethical, and professional standards. CFA® charterholders must complete extensive educational training and pass three levels of exams covering areas such as ethics, economics, and security analysis. In addition, they must adhere to rigorous professional standards of conduct. Matthew Silverhardt holds the Chartered Financial Analyst® designation.

Learn more about the Chartered Financial Analyst® designation >