Matthew Roberts
CFP®
Syverson Strege
Financial Advisor
Matthew Roberts
CFP®
Syverson Strege
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matthew Roberts, CFP®
Fee-Only financial planner located in West Des Moines, IA, serving clients locally and across the country
Meet Matthew Roberts
Matthew Roberts is a West Des Moines, IA fee-only financial planner. Syverson Strege provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Matthew Roberts is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.
Matthew Roberts 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 Roberts
Office Locations:
-
4125 Westown Pkwy
Suite 104
West Des Moines, IA 50266
