Professional photo of Matt Coursen.

My favorite music to listen to while working is film scores. I’m consistently one of Hans Zimmer’s top listeners on Spotify each year.
Matt Coursen
Manager, CFP™


Whether my clients are in the accumulation or retirement phase of life, I help them define and achieve their goals. I specialize in providing comprehensive, holistic financial planning and investment advisory services to emerging affluent and affluent individuals, families, and business owners with expertise in Social Security advising; retirement and college planning; balance sheet management; and investment policy creation and implementation.

I serve as the firm’s Social Security subject matter expert, and I’m an NSSA (National Social Security Advisor) certificate holder. I earned my B.A. in finance from Michigan State University.