Matt Kettering – President and Financial Advisor
Matt Kettering graduated from Duke University with a Bachelor of Arts degree in 1994. He was an Investment Representative with Edward Jones from 2000-2013, where he was a Limited Partner, a Mentor and Field Trainer to new Financial Advisors, was selected to serve as the West Virginia State Chair for the Edward Jones Grass Roots Task Force and managed over $180 million in assets. Matt served as a board member for the United Way, served as the Fairmont Rotary Club’s Treasurer, and regularly supports local non-profit organizations.
He has been married to his wife, Adrian, since 2001, and they have two sons, Paxon and Foster.
Check Matt Kettering’s background as an investment professional with FINRA’s BrokerCheck.
How are we different?
We are a smaller firm that focuses on a select group of clients, so we can commit to the highest level of customer service.
Balancing office growth with customer service has led many in the financial services industry to move toward deepening client relationships. This is often regarded as a good thing, but, as with most changes within the financial services industry, the expanded service can lead to charging ongoing fees based on assets under management. We strive to offer highly competitive rates for both transaction based services and fee based accounts.
Financial Planning Technology
We have client friendly, interactive financial planning tools available in to assist our clients in building their financial plan. Our team takes into account many different historical scenarios each time we do a plan, and because economic times can change so significantly, clients need to know the probability of accomplishing their objectives. It is not simply a “yes or no” scenario.
Our clients have access to many choices. We have a wide range of investments including stocks, bonds, and mutual funds. But our clients can also add diversification to their portfolios with alternative investments, or utilize hedging to protect large stock positions.
Investments mentioned may not be suitable for all investors. Investing involves risk and investors may incur a profit or a loss regardless of strategy selected. Alternative investments are available only to those who meet specific suitability requirements, including minimum net worth tests.
Please review any offering materials carefully, and consult with your tax advisor or accountant prior to investing, There are special risks involved with alternative investments, including investment strategies, and different regulatory and reporting requirements. There can be no assurance that any investment will meet its performance objective.
Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement