Deerfield Financial Advisors
Fee-Only financial planner located in Indianapolis, IN, serving clients locally and across the country
As an Advisor with Deerfield, Matt works directly with the firm’s clients serviced in the Indianapolis, Indiana office. In addition to working directly with clients, Matt is an active member of the firm’s Investment and Financial Planning committees. In this capacity, he collaborates with the firm’s other professionals to develop and implement firm-wide investment and financial planning strategies.
Before entering the financial services industry with Charles Schwab in 1997, Matt received his Bachelor of Science degree in Nuclear Medicine Technology from Indiana University. In 2004, Matt completed his MBA at George Washington University, with a concentration in finance and investments. After completing his MBA, Matt gained valuable experience as a portfolio manager with a fee-only wealth management firm in Indianapolis. He also benefited from the experience of operating his own firm immediately prior to joining Deerfield. Throughout his career as a Certified Financial Planner™, Matt has enjoyed working with clients to develop customized strategies that help them meet their financial goals.
Matt lives in Carmel with his wife, Kimberly, and their four children. When he is not working, he loves spending time with his family at the lake. He also enjoys coaching his kid’s sports teams and volunteering as a U.S. Swimming Official with the Carmel Swim Club.
“These days, with the amount of information available to people regarding how they should handle their financial situation, getting a handle on everything can be daunting For me, there is nothing more rewarding professionally than working closely with a client to help them sift through all of that information and put them on a path to achieve their goals.”
Matthew Roop is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
Our approach is centered on you. We want to get to know you and your family first before offering advice about your future.
Experience. Deerfield offers a rich diversity of knowledge and specializations. We have over 25 years of experience between our teams in Indiana and Illinois in handling complicated investment and financial needs.
Independence. The only person we have to serve is you. As an independent registered investment advisor, Deerfield is not affiliated with any brokerage firms, insurance companies, banks or financial service providers. Independence is key to offering investment and financial advice based on your specific needs and circumstances.
Relationship. We have a strong sense of personal accountability to each of our clients. Finding solutions to your personal goals & keeping up with the ever changing economic and tax environments takes consistent, ongoing interaction and communication.
Fee-only. Your fees are simply based on a percentage of assets managed and the complexity of your financial needs. You know what you’re paying for and it gives us an incentive to grow your assets. We do not receive commissions, discounts, reimbursements, bonuses, referral fees or any other economic incentives from any third party.
Clarity. No matter how simple or complex your need is, Deerfield strives to deliver transparent, straightforward, and easy to understand advice without using jargon and catch phrases.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Matthew Roop is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Matthew Roop is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Contact Matthew Roop
8440 Woodfield Crossing Blvd
Indianapolis, IN 46240