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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.

Our Team is here to serve you
Work with a CFP&#174; PROFESSIONAL&#160;

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

Surprise! You&#8217;ve Got Money!

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.
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Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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