Matthew J. Curfman, CFP®
CEO & Co-Owner
Matt’s personal mission is to help people maintain, use and grow their wealth so they may pay it forward to their family, friends and communities.
Having received his CERTIFIED FINANCIAL PLANNER™ certification at the young age of 22, Matt received his securities license before graduating from Eastern Michigan University. As a team member of Richmond Brothers since 1998, Matt showed his ambition and passion for helping clients realize and achieve their retirement dreams by working his way from high school intern up to CEO and Co-Owner.
Matt works closely with our advisory team, preparing portfolio allocation and research, as well as creating comprehensive financial plans. Additionally, Matt consults with clients on issues such as beneficiary planning, estate planning matters and long-term tax efficiency for multiple generations, all while considering the rising costs of long-term care that will likely affect 70% of those age 65 or older. As a member of Ed Slott’s Master Elite IRA Advisor Group™ for the past 10-plus years, Matt lives Richmond Brothers’ core value of pursuing growth and continuous learning.
Matt has excelled in all he has done, graduating in the top 10% of his college class, competing in a marathon and completing several century (100-mile) rides on his bike. He has served on the Jackson YMCA board for 10 years; Matt acted as board president for 5 of those years and helped lead the most successful YMCA capital campaign in Michigan’s history. Matt currently serves on the Jackson YMCA Executive Committee, Finance Committee, and Capital Project Committee. As part of the Jackson community he grew up in and loves, Matt has supported the Jackson YMCA’s Strong Kids, Strong Communities campaign, served on the American Cancer Society’s Tony Open Golf committee, and has been active as an ACS Relay for Life team member. He is also an active sponsor of The Lingap Children’s Foundation.
Matt stars in Richmond Brothers’ monthly video segment, “Matt’s Minutes,” and was featured in Jackson Magazine’s “30 And Under” Class of 2009. He has contributed to articles in USA Today, The Wall Street Journal, MarketWatch and The Fiscal Times, among others.