AAMS®, CPFA Retirement Plan Advisor Indianapolis, IN
Matt Koehling is a Financial Advisor with wR² Advisors of Raymond James in downtown Indianapolis. He has currently completed his Series 7, 66, AAMS®, CPFA, and insurance exams. Matt believes the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time, and he is deeply committed to helping his clients realize their long-term financial goals. He provides a comprehensive approach to financial planning and portfolio management to families, business owners, and corporate retirement plans.
Matt employs the vast resources of Raymond James, one of the largest independent financial services firms in the nation, to help bring the right expertise and tailored financial strategies designed to help meet his clients' specific needs. He works diligently to meet his clients' expectations with exceptional customer service and the intention of being their trusted wealth advisor for life.
Prior to beginning his career in financial services in 2016, he was a certified Loan Officer for a Mortgage Company based in the Chicagoland area. He received his Bachelor's Degree of Business Administration from Judson University in Elgin Illinois.
Originally from Big Rock Illinois, he is active in the community as a volunteer for organizations such as Midwest Food Bank, Habitat for Humanity, and his local church. Matt is a member of Indianapolis Chamber of Commerce, and Leadership Johnson County Alumni. He currently sits on the Board of Directors for Restore Old Town Greenwood, and the Judson University Alumni Board. He enjoys working with his hands and completing DIY projects around the house. He also enjoys spending time outdoors, woodworking, cooking, playing sports, watching movies, and spending time with family.
Matt and wife Abby live in Center Grove on the Southside of Indianapolis. They currently have a Son named Bennett and Daughter Nora. They are excited to keep growing their family and connecting with other young families on the Southside.
Raymond James is not affiliated with the above organizations and/or charitable causes.