Matt Doran
CFP®, M. Ed.
Sage Wealth Planning
Founder and Financial Advisor
Matt Doran
CFP®, M. Ed.
Sage Wealth Planning
Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matt Doran, CFP®, M. Ed.
Fee-Only Financial Advisor Serving Northern Michigan and Clients Across the Country
Matt Doran is an Northern Michigan fee-only financial advisor serving clients locally (face-to-face) and across the country. The Sage Experience includes financial planning, retirement planning, and investment management with a focus on Tax Planning.
As a fee-only, fiduciary, and independent financial advisor, Matt Doran is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
An industry veteran, Matt Doran has been providing thought leadership to clients, advisors, educational institutions, and the financial services industry for more than two decades. He has been quoted in numerous media publications, including CNN Money. Advisor One, Investment News, The Wall Street Journal and National Public Radio.
Doran holds a bachelor’s degree in education from Michigan State University, a master’s in education from Saginaw Valley State University, as well as the Certified Financial Planning Designation.
A natural teacher, inspiring speaker, and relentless champion for clients, Doran is a sought after coach and consultant to fellow advisors.
Success as an advisor and field leader led to management responsibilities at the corporate level and included the design and leadership of several recruiting and training programs for financial advisors as well as leadership development in the southeastern United States and the health of regional business in the Southeast.
In 2019, Doran turned his attention once again to serving clients directly and co-founded Sage Wealth Planning, a fee-only registered investment advisory firm.
Doran lives in Rapid City, MI, with his wife and daughter and enjoys spending time playing golf, hiking, and exploring the beautiful surroundings of northern Michigan.
We work with busy professionals, those preparing for transition into retirement, and business owners. We help them to create a strategic approach that integrates all aspects of their financial life which results in informed, confident financial decision-making. .
Our approach includes the traditional elements of financial planning (cash flow analysis, investment planning, insurance planning, estate planning, tax planning, retirement planning, and education planning) but focuses on how the components work together.
We embrace the fiduciary standard and the transparency clients require to make informed decisions. We are a fee-only advisory firm and offer flexible arrangements to meet your needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matt Doran is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Matt Doran is a Member of the Alliance of Comprehensive Planners (ACP)Alliance of Comprehensive Planners (ACP) is the community of tax-focused financial planners that operate under the retainer model. Passionately dedicated to superb client service, ACP planners’ only source of income is client retainer fees – not commissions. With an ACP planner, you can be confident you’re getting experience, knowledge, research, and most importantly, advice that is tailored just for you.
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Matt Doran Co-Hosts The Passive Income Investor Podcast with Aaron Merriman
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Matt Doran Aurthored Unleash the Power of Discovery: How to Set Emotional Goals and Gain Commitment from Your Clients
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Matt Doran is a Featured Guest on the Adoption and Fertility Finance Show Discussing: "Financial Planning Is Not About Money"
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"Opportunity Created by Uncertainty" - Discussion with Matt Doran of Sage Wealth Planning with LMDG Investors
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Matt Doran is Quoted in Midland Daily News: "Financial adviser: savings, good credit are 'key' during pandemic"
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Matt Doran is Quoted on National Public Radio: "Opportunities Emerge For Vets In Tough Job Market"
Contact Matt Doran
Office Locations:
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100 River St.
Elk Rapids, MI 49629
