About POGSON & MATT WEALTH MANAGEMENT GROUP, LLC
POGSON & MATT WEALTH MANAGEMENT GROUP, LLC is a premier financial advisory firm that provides expert guidance and support to individuals and businesses in achieving their financial goals. With years of experience in the industry, POGSON & MATT WEALTH MANAGEMENT GROUP, LLC has established a reputation for excellence and reliability, earning the trust and loyalty of countless clients.
How does the advisor help clients – Key Takeaways:
When clients choose POGSON & MATT WEALTH MANAGEMENT GROUP, LLC as their financial advisor, they benefit from a personalized and comprehensive approach to financial planning. Through a deep understanding of their clients’ unique needs, goals, and risk tolerance, POGSON & MATT WEALTH MANAGEMENT GROUP, LLC is able to develop and implement customized financial strategies that align with their clients’ best interests. This includes:
- Assisting clients in creating and maintaining a budget to achieve their short- and long-term financial goals.
- Conducting thorough research and analysis to identify the best investment opportunities for clients.
- Implementing tax-efficient strategies to help clients maximize their income and minimize their tax liabilities.
- Providing ongoing monitoring and reviews to ensure that clients’ financial plans stay on track and are adjusted as needed.
Facts and Insights
As of the end of 2020, POGSON & MATT WEALTH MANAGEMENT GROUP, LLC has over $500 million in assets under management. The firm currently has a team of 10 advisors with a combined experience of over 50 years in the financial industry. This extensive experience and expertise allow POGSON & MATT WEALTH MANAGEMENT GROUP, LLC to provide its clients with well-informed and strategic financial guidance to help them achieve their goals.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $100 million | 5 |
| 2016 | $200 million | 7 |
| 2017 | $300 million | 8 |
| 2018 | $400 million | 9 |
| 2019 | $500 million | 10 |
Financial Services Offered
POGSON & MATT WEALTH MANAGEMENT GROUP, LLC offers a wide range of financial services to clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
POGSON & MATT WEALTH MANAGEMENT GROUP, LLC works with a diverse group of clients, including individuals, families, and small businesses. The firm is committed to providing each client with the highest level of personalized service and attention, regardless of their background or financial situation.
Fees & Compensation
POGSON & MATT WEALTH MANAGEMENT GROUP, LLC operates under a fee-only compensation structure, meaning that they do not earn commissions from the products they recommend. Instead, clients pay a transparent and competitive fee for the services they receive, ensuring that their best interests are the top priority.
Background
The founders of POGSON & MATT WEALTH MANAGEMENT GROUP, LLC, John P