Why

We simplify the complex.

The road to financial success requires discipline, diligence, and trust. At Match Grade, we start by getting to know you and defining what success looks like for you—both now and in the future. We then devise and educate on the best path forward.

Independent

We are locally owned and operated. We have no conflicts of interest that are inherent to big firms and their allegiance to their stockholders. Our loyalty is to our clients.

Fee Based

As fee based advisors, we are legally obligated to act in your best interest. We cannot accept compensation from anyone but you, the client.

Flexible

Flat fee, asset-based fee and/or annual fee – we work with clients in a variety of ways to deliver the highest quality. Price is what you pay, value is what you get.

Process

We use a continuous process of setting expectations, measuring results and making adjustments. This living, breathing process of attention to detail is done in search of achieving the highest quality of outcome for our clients.

No Products

We do not promote or endorse any products. We have no sales goals and cannot accept commissions.

Experienced

90 years of combined experience. Our employees also retain the following professional designations:

CFP^® – CERTIFIED FINANCIAL PLANNER
AIF^® – ACCREDITED INVESTMENT FIDUCIARY
QKA^® – QUALIFIED 401(k) ADMINISTRATOR
CPFA^® – CERTIFIED PLAN FIDUCIARY ADVISOR

Achieve the Goals You Desire.

Make our high standards and pursuit of perfection your advantage.