Matthew Kunst
CFP®, CFA®, CPA, MBA
Opus Financial Solutions
Wealth Manager
Matthew Kunst
CFP®, CFA®, CPA, MBA
Opus Financial Solutions
Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Kunst, CFP®, CFA®, CPA, MBA
Fee-Only financial planner located in Downers Grove, IL, serving clients locally and across the country
Matthew Kunst is a Downers Grove, IL fee-only financial advisor serving clients locally and across the country. Opus Financial Solutions provides comprehensive financial planning, investment management, and tax reduction planning to help high net worth individuals and families, retirees and near-retirees, early accumulators, and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Kunst is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice. Advisory services offered through Opus Financial Solutions LLC, a registered investment advisor.
Matthew Kunst is currently a Wealth Manager at Opus Financial Solutions. He began his career in accounting and finance more than 25 years ago when he graduated magna cum laude with a bachelor’s of science degree in accountancy from the University of Illinois (Champaign/Urbana). Over the years Matthew has held various roles as an accountant, auditor, investment banker, business valuation expert, and litigation consultant. He also previously provided financial planning advice, investment management, and other concierge financial services through his own independent wealth management firm.
Matthew believes strongly in the application of proven academic principles to financial planning and investment management. His quest for knowledge has driven Matthew to many accomplishments. Notably, Matthew has been awarded several prominent financial designations, including Certified Financial Planner (CFP®) certificant, Chartered Financial Analyst (CFA®) charter holder, and Certified Public Accountant (CPA). Matthew also earned his Masters of Business Administration (MBA) from the University of Chicago Booth School of Business with concentrations in finance and economics.
In working with clients, Matthew draws upon his diverse background and extensive financial education and training. He provides clients with unique and highly informed perspectives on realizing both their life and financial aspirations, goals, and dreams. From short-term budgeting to retirement and estate planning, Matthew utilizes his people-focused style to assist clients in developing an appropriate balance between the trees and the forest. Where others may see conflicts in allocating limited financial resources, Matthew seeks creative resolutions through holistic wealth management solutions.
Outside of work, Matthew enjoys spending time with his two young-adult sons, competing at fantasy baseball, and reveling in most Chicago sports teams. Matthew is a long-time resident of the southwest suburbs of Chicago
Beyond providing comprehensive financial planning and investment management, Opus is one of the very few wealth management firms that offer proactive and congruent financial and tax planning, which is essential for maximizing after tax returns, cash flows and wealth. At Opus, rather than having to work separately with a financial advisor and a tax advisor and hoping the stars align, we can handle your tax planning and preparation needs in a proactive, forward-looking, strategic manner.
Our advisors are also among the less than 2% of financial advisors with CPF (Certified Financial Planner) certifications who also hold a CFA (Chartered Financial Analyst) designation--crucial for those seeking a deeper level of portfolio and investment management expertise. An even smaller percentage hold a CPA (Certified Public Accountant) license and MBA. We share this because we believe our commitment to life-long financial education and depth of experience provides our clients with the assurance they can rely on counsel and expertise we provide to them
We do not accept commissions, third party referral fees, kickbacks, or any form of compensation from the sale of investment or insurance products. This means we aren’t going to try to sell you something. We know you’ve hired us for objective and comprehensive advice. In our view, this transparent fee structure helps assure an unbiased alignment of our joint interests.
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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Matthew Kunst 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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Matthew Kunst is a holder of the right to use the Chartered Financial Analyst® designation
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
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Matthew Kunst is a Member of the CFA Institute
The CFA Institute is a global, not-for-profit organization comprising the world’s largest association of investment professionals. With more than 170,000 members and 150 regional societies around the world, the organization is dedicated to developing and promoting the highest educational, ethical, and professional standards in the investment industry.
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Matthew Kunst is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Matthew Kunst is a Member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Matthew Kunst
Office Locations:
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1121 Warren Avenue
Suite 230
Downers Grove, IL 60515
