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

a gas station sign showing diesel and cash by Jack Prichett courtesy of Unsplash.

Inflation Stuck Above Fed Target

Matthew Allgood |
Following a higher-than-expected consumer price index report last Wednesday, the Federal Reserve may reconsider anticipated rate cuts, potentially maintaining higher interest rates for longer than previously expected. This scenario could put pressure on stock market valuations and bond prices. Since the future market direction is unpredictable, we are prepared for any scenario. Our RiskFirst ® approach is designed to participate in market growth phases while navigating through the potential market dips that inevitably come. Inflation...
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Stocks Rise Despite Rate Cut Hopes Cooling

Matthew Allgood |
Stock prices and Federal Reserve interest rate cut expectations were moving together until recently. Now there is a divergence due to a change, in that market participants believe the Federal Reserve might postpone or slow the pace of interest rate reductions, but the stock market has continued up. The question for many is whether the stock market will maintain its upward climb or adjust downwards with the change in rate cut expectations. Since the future...