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.

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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 as a certified financial advisor. Combining that with a 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 offer top-notch financial planning services 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. This experience helps him identify with clients and the challenges they face, making him a valued certified financial planner for wealth management retirement planning.

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Our Process

Our Process

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


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Who we are

Who We Are

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


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Our Services

Our Services

There are many financial products in the market, let us help choose the products best suited to your situation.

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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 bridge this gap? Our wealth management services include a brief quiz, "Test Your Investment IQ," designed to enlighten you. Challenge yourself with our quiz and see where you stand. Whether you need investment management services or asset management services, understanding the basics can significantly contribute to your financial wellness.

Blogs

Matthew Allgood |
In recent times, the surge in market performance has sparked a familiar wave of FOMO—fear of missing out—among investors, compelling many to rethink their strategies in pursuit of higher gains. Historical patterns reveal a tendency for households to shift significantly towards equity securities during these bullish phases, often driven by the allure of immediate returns. However, this shift frequently coincides with market peaks, followed by downturns, highlighting a common pitfall: poor timing. The core issue...
What’s your ideal retirement? Traveling? Practicing your favorite hobbies? Caring for loved ones? Whatever you envision, creating a plan of action can feel exhausting. There are, however, a few simple, yet commonly overlooked steps you can take today to help you feel more comfortable throughout your planning process.
Matthew Allgood |
Stretched Valuations Warrant Caution Source: Bloomberg, Redwood. Data as of 3/14/2024. Date Range from 3/14/2000 - 3/14/2024. Price / Earnings of the S&P 500 Index has not been this stretched pre-pandemic in over 20 years. Dividend Yields are also at secular lows. These traditional measures of valuation indicate that caution is warranted. Regards, Allgood Financial Disclosure: This piece is for informational purposes only and contains opinions that should not be construed as facts. Information provided...