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Wealth Management

Investment Management + Advanced Planning

Our Approach
Matt E. Streeter, CFP<sup>&#174;</sup>

Matt E. Streeter, CFP®

When your financial advisor earns the CFP® certification, it means he or she is trained to provide holistic and ethical financial planning in your best interest.  So, with a CFP® professional, you’ll work towards financial confidence — today and tomorrow.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Financial Planning Video
Our Services

Our Services


At Streeter Financial Group we assist clients in pursuing financial independence through personalized wealth management.  

We focus on your goals and work with you to design a plan for wealth accumulation and preservation.

Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Over time you’ll pursue confidence in your investment and retirement strategy.

Our Services
Investments Keeping you up at Night?&#160;&#160;

Investments Keeping you up at Night?  

Together we can take the guesswork out of your financial future.

Our process combines my depth of investment knowledge, investment philosophy, and cutting-edge technology in order to empower fearless investing.

Want to learn more?  Watch the Fearless Investor video below.

Everyone has a Risk Number - Click the link to find yours!

What's Your Risk Number?

Financial Education Topics

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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When Special Care Is Needed: The Special Needs Trust

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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