Matt Ahrens

Matt, a Certified Investment Management Analyst, boasts a decade-spanning career fueled by beginnings on a Kansas farm. His expertise has been prominently featured in publications such as the Wall Street Journal, Barron’s, and U.S. News & World Report. Matt adeptly guides corporate retirement plans, educating employees, and ensuring fiduciary excellence. Armed with Wharton School’s portfolio design expertise, he spearheads investment management for clients including physicians, entrepreneurs, and small business owners. Quoted in Forbes, Fortune, and beyond, his insights redefine success.

3 min read

More Than A Transaction: Selling Your Business as Part of Your Bigger Financial Plan

(November 14, 2024)

You’re a business owner, so you get it.

Cruise Holidays of Kansas City Enjoys Success Thanks to Strong Culture, Smart Money Moves

(November 13, 2024)

Cruise Holidays of Kansas City, led by Mark and Mimi Comfort, has thrived post-pandemic, thanks in large part to its partnership with MN Wealth...

4 min read

Take Control of Your Divorce: A Step-By-Step Financial Checklist

(August 21, 2024)

The “big D” might stand for divorce, but it’s also a “d” for “disruptive.” No life event shakes up nearly every aspect of your life quite like it,...

3 min read

A Step-By-Step Financial Checklist for the Newly Widowed

(June 12, 2024)

3 min read

401K Startups, State Mandates, and Tax Credit Calculator

(March 12, 2024)

Now is a great time for business owners not offering their employees a retirement plan to consider this strong employee retention tool. Currently,...