Matt Koehling is a Financial Advisor with wR2 Advisors of Raymond James in downtown Indianapolis. He has currently completed his Series 7, 66, AAMS®, AIF®, CPFA, and insurance exams. 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. 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.
Prior to beginning his career at Raymond James 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, Matt is active in the community as a volunteer for organizations such as The Midwest Food Bank, Habitat for Humanity, and his local church. Matt is also an active member of the Indianapolis Chamber of Commerce, and Leadership Johnson County Alumni. He enjoys spending time outdoors, DIY projects, woodworking, cooking, sports, watching movies, and spending time with his family.
Matt and wife Abby live on the Southside of Indianapolis with their three children: Bennett, Nora, & Brooks. They are excited to see their kids grow up, and connect with other young families in the Indianapolis area.
AREAS OF EXPERTISE
- Portfolio Management
- Financial Planning
- Estate, Charitable Giving & Trust Planning
- Banking & Lending Solutions
- Corporate Retirement Plan Consulting
- Institutional Consulting
- Business Owners
TARGET CLIENTS
- Families with an Investable Net Worth greater than $1,000,000
- Corporate Retirement Plans with assets greater than $5,000,000.
Raymond James is not affiliated with the above organizations and/or charitable causes.