Matthew Allgood, CFP®, CRPC®, CKA®, MBA

I grew up as the fifth child of a small-town Southern preacher, and that upbringing shaped the values I bring to my work every day. It taught me the importance of integrity, service, and putting others first — principles that continue to guide how I work with clients and their families.

My path into financial planning combines both education and real-world experience. I studied Public Policy at Vanderbilt University, earned my MBA in Marketing and Finance from Northwestern University’s Kellogg School of Management, and later completed a Certificate in Financial Planning from DePaul University. Before becoming an advisor, I spent four years in commercial lending and eight years in corporate finance, experiences that gave me a practical understanding of the financial decisions individuals and businesses face.

Over the past 25+ years, I’ve had the opportunity to work with clients in a variety of settings, including Merrill Lynch, BMO Harris Private Client Group, and as an independent franchisee with Ameriprise Financial. Each experience helped shape my perspective and approach, allowing me to draw from a wide range of strategies to serve clients in a thoughtful and personalized way. Today, as the founder of Allgood Financial, I focus on helping clients make decisions that align with both their financial goals and what matters most to them.

I hold the Certified Financial Planner® designation, along with the Chartered Retirement Planning Counselor™ designation and the Certified Kingdom Advisor® designation. I was also honored to be named a Five Star Professional Wealth Manager* in 2023, a recognition based on objective criteria such as experience, credentials, and quality of service.

Family is at the center of my life. My wife and I have four grown children and two sons-in-law, and I’m especially passionate about the positive impact thoughtful financial planning can have on families over time. I welcome the opportunity to learn more about your goals and explore how I can help you move forward with clarity and purpose.

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2023 Five Star Wealth Managers.