Matt Ahrens

Matt, a Certified Investment Management Analyst, boasts a decade-spanning career fueled by beginnings on a Kansas farm. His expertise has been prominently featured in publications such as the Wall Street Journal, Barron’s, and U.S. News & World Report. Matt adeptly guides corporate retirement plans, educating employees, and ensuring fiduciary excellence. Armed with Wharton School’s portfolio design expertise, he spearheads investment management for clients including physicians, entrepreneurs, and small business owners. Quoted in Forbes, Fortune, and beyond, his insights redefine success.