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Matthew R. Wolff, CFP®, CPA-PFS, MBA

Matthew R. Wolff, CFP®, CPA-PFS, MBA

Director of Wealth Management, Financial Advisor

A lifelong resident of West Michigan, Matt has been providing comprehensive financial planning to individuals and businesses since 1986. He founded Wolff Financial Management LLC in 1994 and specializes in investment management, retirement, estate, and income tax planning. His previous experience includes positions as a Tax Consultant with the accounting firm of Price Waterhouse Coopers and as a Trust & Investment Officer with First of America Bank (now known as PNC Bank). Matt is also a former Adjunct Faculty Professor for Western Michigan University’s Haworth College of Business where he taught Personal Financial Planning Courses.

In addition to holding an MBA from Western Michigan University, Matt is a Certified Financial PlannerTM (CFP®) professional and a Certified Public Accountant (CPA). He also earned the American Institute of Certified Public Accountants’ designation as a Personal Financial Specialist (PFS).