Broker Check
Matt Brotherton, AIF®, CLTC

Matt Brotherton, AIF®, CLTC

President

My philosophy is simple: I believe that financial strategy should be based on your unique goals, values, and circumstances. That's why I take the time to get to know each of my clients on a personal level, so I can understand what's most important to you. Whether you're planning for retirement, saving for a child's education, or starting a business, I'll work with you to develop a comprehensive financial strategies that are tailored to your needs.

As a fiduciary, I'm committed to acting in your best interests at all times. That means I'll never recommend investments or products that aren't right for you, and I'll always be transparent about any fees associated with my services. My goal is to help you make informed financial decisions that will set you up for success in the long term.

A bit about me, I started in the financial services industry after graduating from Roanoke College in 2000. I grew up in New Jersey but settled near Richmond in 2001 with my wife, Kat, and our three children. Outside of the office you’ll find me hanging out with my wife and kids, helping out at baseball and soccer games, or on the golf course.  

Q&A With Matt
(updated January 2024)

What is your go-to work playlist or artist?

The kids gave me a country mix on Spotify that I am currently listening to. I also enjoy to zone out listening to the Smartless podcast. 

What is something you do that helps you start your day off right?

Water. Most mornings, I drink about 60 ounces before I workout.   

If you could instantly become great at any skill, what would it be?

Flying a plane. It's been a goal of mine to get my pilots license.  

What is an interesting item on your bucket list?

One of our goals is to attend all of the golf and tennis grand slam events. We have been to two golf grand slams and two tennis grand slams. The grand slam in Australia will require a lot of planning.

Name a way you like to beat the winter blues.

I like to research and plan a trip for the early spring. It gives me something to look forward to and plan for.

Do you have a signature dish or go-to recipe?

My signature go to is a pumpkin and chocolate chip bread. The kids love it and we give them out when a friend/family member needs a pick me up.

What season do you like the most and why?

I enjoy the spring the most. There is a lot of new growth, new opportunities, and the weather is ideal.

Have another question?

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