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Matt Brandeburg, CFP®

Chief Operating Officer

Phone: 614.326.3077

Fax: 888.442.5163


Matt Brandeburg has been a member of the John E. Sestina Network of Fee-Only Financial Planning Professionals since 2003. He is a graduate of The Ohio State University's Fisher College of Business, where he earned a degree in Business Administration with a specialization in Finance. Matt is a CERTIFIED FINANCIAL PLANNER™ Professional and an active member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

In addition, Matt teaches in the continuing education department at OSU and he is the author of the book "Financial Planning For Your First Job."

Matt is proud to be part of the company's fee-only financial planning model. “Being fee-only is an important element of our company culture. It means we do not sell any products or receive commissions of any kind. Instead we provide a flat fee for service, allowing us to make unbiased decisions for our clients.”