Home > Matthew Tomlin, CFP®, RMA®, EA

Matthew Tomlin, CFP®, RMA®, EA

Wealth Manager

Matthew serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Having spent his entire career in the financial services industry, Matthew offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as an associate director of financial planning at a local independent investment advisory firm, where he worked with high-net-worth families and individuals to help them achieve their financial goals.

Matthew earned a Bachelor of Science degree in personal financial planning from the University of Missouri-Columbia. He is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards; a Retirement Management Advisor® professional, as designated by the Investments & Wealth Institute; and an Enrolled Agent, which is the highest credential the IRS awards.

Matthew and his wife, Jordan, are lifelong residents of Independence, Missouri, and have a Labrador mix named Sylvie. In his free time, Matthew enjoys traveling, spending time with family and friends at the lake, and watching his favorite sports teams.

Articles by Matthew Tomlin, CFP®, RMA®, EA

*See all Creative Planning disclosures and sources.

 

Prefer to discuss over the phone?
833-416-4702