- Fee-Only Financial Planning
- Investment Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Business-Succession Planning
- Risk Management and Insurance Planning
- Charitable Giving and Tax Issues
- College Education Planning
Matthew Jentner is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Matthew oversees Jentner’s wealth-management processes and activities and is responsible for client relationships and overseeing the Jentner client experience. He also leads business development and marketing activities locally and nationally for Jentner’s various business segments, including developing service offerings for specific client segments.
His work experience spanning multiple disciplines, including accounting, banking, and wealth management, along with his education provide him with a strong financial and customer service background. Prior to joining Jentner, Matthew worked as a Commercial Loan Officer for CFBank in Akron, Ohio; was the controller and also managed sales for the Walter H. Drane Company, a legal publication firm in Beachwood, Ohio; and was a tax accountant for BCG & Company in Akron, Ohio.
Matthew actively pursues community involvement. He serves on the Board of Directors and Finance Committee for Humility of Mary Housing, Inc. and the Executive Advisory Board for the Mercy Economic Development International Corporation. He is also active in the Greater Akron Chamber of Commerce, is the Talent/Workforce Development Taskforce Leader for the Chamber’s Small Business Council, and is a member of Cascade Capital’s Loan Committee. Matthew was the Chairperson for the Personnel Committee for Mercy Economic Development International Corporation, is an alumnus of TorchBearers, and is a former member of the Board of Directors for Young Professionals of Akron. Matthew received the Akron Chamber’s 30 for the Future Award in 2014, an award honoring young professionals whose stellar contributions impact their industries and the greater Akron region.
Matthew earned his CPA designation in 2007 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010. He holds a Bachelor of Science degree in accountancy from the University of Akron.