Matthew Roop| CFP®
Deerfield Financial Advisors
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Indianapolis, IN 46240
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
As an Advisor with Deerfield, Matt works directly with the firm’s clients serviced in the Indianapolis, Indiana office. In addition to working directly with clients, Matt is an active member of the firm’s Investment and Financial Planning committees. In this capacity, he collaborates with the firm’s other professionals to develop and implement firm-wide investment and financial planning strategies.
Before entering the financial services industry with Charles Schwab in 1997, Matt received his Bachelor of Science degree in Nuclear Medicine Technology from Indiana University. In 2004, Matt completed his MBA at George Washington University, with a concentration in finance and investments. After completing his MBA, Matt gained valuable experience as a portfolio manager with a fee-only wealth management firm in Indianapolis. He also benefited from the experience of operating his own firm immediately prior to joining Deerfield. Throughout his career as a Certified Financial Planner™, Matt has enjoyed working with clients to develop customized strategies that help them meet their financial goals.
Matt lives in Carmel with his wife, Kimberly, and their four children. When he is not working, he loves spending time with his family at the lake. He also enjoys coaching his kid’s sports teams and volunteering as a U.S. Swimming Official with the Carmel Swim Club.
“These days, with the amount of information available to people regarding how they should handle their financial situation, getting a handle on everything can be daunting For me, there is nothing more rewarding professionally than working closely with a client to help them sift through all of that information and put them on a path to achieve their goals.”
Our approach is centered on you. We want to get to know you and your family first before offering advice about your future.
Experience. Deerfield offers a rich diversity of knowledge and specializations. We have over 25 years of experience between our teams in Indiana and Illinois in handling complicated investment and financial needs.
Independence. The only person we have to serve is you. As an independent registered investment advisor, Deerfield is not affiliated with any brokerage firms, insurance companies, banks or financial service providers. Independence is key to offering investment and financial advice based on your specific needs and circumstances.
Relationship. We have a strong sense of personal accountability to each of our clients. Finding solutions to your personal goals & keeping up with the ever changing economic and tax environments takes consistent, ongoing interaction and communication.
Fee-only. Your fees are simply based on a percentage of assets managed and the complexity of your financial needs. You know what you’re paying for and it gives us an incentive to grow your assets. We do not receive commissions, discounts, reimbursements, bonuses, referral fees or any other economic incentives from any third party.
Clarity. No matter how simple or complex your need is, Deerfield strives to deliver transparent, straightforward, and easy to understand advice without using jargon and catch phrases.