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Matthew Filik, RFC, CFP®

Matthew Filik, RFC, CFP®


Matthew’s financial planning process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals.

A believer in continuing professional development, he earned his CERTIFIED FINANCIAL PLANNERTM (CFP) and Registered Financial Consultant (RFC). Matthew is a board member with The NJ Council on Economic Education, a nonprofit that strives to empower our students with the financial literacy skills necessary to transform their lives. Matthew recognizes the challenges investors face when planning their retirement, investment and estate strategies. He filters through the noise and opinions of the media to provide clients with responsible data for their client centric financial planning and investment strategies. Matthew is a proud Nittany Lion, graduating from Penn State University in 2009, with a BS in Finance.

Matthew recently moved from Bedminster to Millington with his wife, Alison and dog, Sansa. When he is not in the office, you can often find him reading or recharging by spending time with family and friends and following his favorite sports teams.