Age Omne Bonum 

(translation -- "Do All Good Things")

We strive to help our clients "do all good things" by engaging with them in the financial planning process, creating deep and meaningful relationships that last for generations. Your Financial Security Is Our Business.

Learn More

Our Process

We create strategies that are tailored to your needs and goals.

Learn more

Who We Are

Have a look at our specialized services and see if they suit what you're looking for.

Learn more

Our Services

There are many financial products in the market, and so choosing the ones that are designed to meet an individual client’s needs can be complicated. 

Learn more

MATTHEW ALLGOOD, MBA, CRPC®, CFP®, CKA®

Principal & CERTIFIED FINANCIAL PLANNER™

Matthew grew up the 5th child of a small-town Southern preacher.  Growing up in those circumstances instilled in him the values he brings to his work today.  Combining that with solid education and credentials from top universities like Vanderbilt University, where he studied Public Policy; Northwestern U’s Kellogg Graduate School of Management, where he earned an MBA in Marketing & Finance; and DePaul University, where he earned a Certificate in Financial Planning, Matthew has the depth of knowledge and understanding to give quality advice to his clients.  His 4 years as a banker in commercial lending pre-MBA, and 8 years of Corporate Finance post-MBA work also give him non-advisory, ”real-world” experience to help him identify with clients and the challenges they face. 

Learn more

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."