Matthew Middleton, MBA, CRPC^®, CRPS^®, AAMS^®

Matt is a lifelong resident of Fort Wayne, IN and enjoys spending time with his beautiful wife and daughter.  He graduated from Snider High School in 2005 and completed his undergraduate education at the University of Notre Dame in 2009.   He received a Master of Business Administration from Indiana Tech in 2012.

That same year he began his journey in the financial services industry with his hometown company, Lincoln Financial Group.  Over his nearly decade-long tenure with Lincoln, he learned what a meaningful impact he could have on individuals’ lives by providing financial literacy education.   He knows that nothing provides a greater sense of security than having a clear path to achieving one’s financial goals.  Since moving into private practice in 2022, he considers it his life’s work to share this knowledge and skill set with others. Whether you are an individual, family, or a business-owner, his fundamental goal is the same; to help those people achieve Financial Independence.

The specifics will mean different things to different people, but Financial Independence is essentially the freedom to conduct life on your terms.  It’s about having strategies in place so that work becomes a choice, not a necessity; all while protecting yourself, your family, or your business from unforeseen surprises and giving you confidence in your vision of the future.

Whether you’re looking for retirement planning, investment management, insurance analysis, estate and tax planning strategies, or business-owner consultation, Matt has the knowledge and experience to achieve your personal vision.

Discipline is key.  The results can be transformative.  With the right plan, mindset, and advocate in your corner, you can live life on your terms.

Reach out today to explore how Matt can help you achieve Financial Independence.