Matthew Stack, CFP®
Helping people achieve lifelong wealth & happiness | Fiduciary Financial Advisor
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Serving Clients Nationwide
Helping people achieve lifelong wealth & happiness | Fiduciary Financial Advisor
Areas of Focus
- Education Funding
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Giving
- Investment Management
- Owning a Business
- Retirement Planning
- Social Security
- Taxes
About Matthew Stack, CFP®
Matt Stack joined the financial advisory business in 2008 as a financial advisor with Equitable Advisors.Having experienced and lived through the Global Financial Crisis of 2008, Matt learned quickly the value of having a financial plan and the importance of being a financial quarterback for his clients. This experience solidified his desire to bring financial literacy and education to the masses.
Following up on his experience with Equitable Advisors Matt joined SEI Investments, a large Asset Management Firm. In his 13 years at the firm, Matt assisted investment advisors, investment managers, institutional investors and affluent individuals to create and manage wealth.
Looking to align his core values and experience with a firm in order to continue helping individuals and families, Matt then joined Diversified.
Matt graduated in 1998 from the University of Vermont with a B.S. in Applied Economics with a focus on Small Business as well as a minor in Consumer Marketing and Advertising. His industry education has led to Matt obtaining the CERTIFIED FINANCIAL PLANNER™ designation.
Outside of Diversified Matt is an avid fisherman, golfer, and husband and father to his wife Amanda and children Carter and Morgan.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
4400 North Point Pkwy, Alpharetta, GA 30022
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Diversified, LLC
We help individuals and families build, preserve, and transfer wealth through integrated retirement planning, tax strategy, estate coordination, and investment management.Diversified LLC is a fiduciary financial advisory firm serving clients nationwide with offices across multiple states. Our tax-aware, long-term planning approach is designed to simplify complex financial decisions and guide you confidently through every stage of life.
Our Services
✔️ Financial Planning
Through our streamlined Lifelong Wealth Planning Process, we'll help you uncover and identify what makes you happy so you can set goals and we can plan your finances around what brings you joy.
✔️ Investment Management
Our 6 step Lifelong Investment Philosophy is designed to tailor your investments to your specific financial plan. Our CIO and investment committee is dedicated to your investment strategy from day 1, and they're always available for your questions.
✔️ Comprehensive, Lifelong Guidance
Our goal is to have everything you need under one roof – from your financial advisor, investment manager, tax professionals, estate planners, insurance and mortgage professionals – anyone that would make your life more convenient. If there's something you need to make your life easier, we'll help you get it.
Who We Serve
At Diversified, it's our goal to have everything you need for Lifelong Wealth under one roof - from comprehensive financial planning and investment management, to tax planning and insurance services, at all stages of your life.
▪️ Pre-Retirees or Retirees
▪️ Transitional Life Phases
▪️ Executives & Professionals
▪️ Families & Generational Wealth
▪️ Business Owners
▪️ Nonprofits
Why Diversified
Choosing a financial advisor is likely one of the most important decisions you'll make. At Diversified, we strive to combine fiduciary responsibility, tax-aware planning, and long-term relationship management to help deliver advice built around your life — not a product.
Education
University of Vermont, Bachelor Of Science, Applied Economics, Small Business, Marketing, Advertising
Hobbies and Interests
- Family
- Fishing
- Golf
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Private Foundations & Organizations
- Widow
- Young Families
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