Matthew Ricks

MBA, CFP®

Haystack Financial Planning

President

Contact Me

Matthew Ricks

MBA, CFP®

Haystack Financial Planning

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Ricks, MBA, CFP®

Contact Me

917-409-7878

Website

Fee-Only financial planner located in New York City serving the disabled and special needs community

Meet Matthew Ricks

I'm Matt - the President of Haystack Financial Planning, a Registered Investment Advisory firm in New York. As a financial planner who serves the disabled and special needs community, I have found the perfect way to merge financial planning with my passion for serving others. I am a CERTIFIED FINANCIAL PLANNER™️ professional and fiduciary that operates on a fee-only basis.

I currently live in New York City with my wife and our two sons. We enjoy exploring playgrounds, riding the bus and subway (pre-COVID at least), and searching for cool construction equipment. When not spending time with my family or running Haystack, you may find me walking one of the local golf courses, tapping a beat with my fingers (I'm a recovering drummer), searching for the perfect grilled cheese, or contemplating my next home improvement project despite living in an NYC co-op.

Matthew Ricks is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Matthew Ricks

917-409-7878

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Office Locations:

  • 233 East 69th St
    New York, NY 10021

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