Matthew R. Stearns
BROOKHOUSE ADVISORS
MEADVILLE, PA 16335
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CRD#: 6775942
Professional summary
Matthew Robert Stearns, CFP® is a registered financial advisor currently at BROOKHOUSE ADVISORS located in Meadville, Pennsylvania.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 1 firm and has passed the Series 65 exam.
Biography
My passion is to help people live purpose driven lives. We guide our clients with biblical truths that provide them with contentment and confidence in their finances. We focus on thoughtful accumulation and generous giving to help you live your best life for the kingdom of God.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
Tax Planning
Employee and Employer Plan Ben...
Debt Management
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Charitable Giving
Entrepreneurs
Fixed Fee (Subscription, Retai...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Meadville YMCA (non-profit). Start Date: August 2021. 356 Chestnut Street, Meadville, PA 16335. Vice President of the Board of Directors & Finance Committee Member, volunteer position. Brookhouse Advisors, LLC serves as a compensated investment adviser for Meadville YMCA. Time spent on this activity: ~ 8 hours/month during securities trading hours. Saegertown United Methodist Church (non-profit/religious institution). Start Date: January 2022. 620 Euclid Ave., Saegertown, PA 16433. General Board Member & Finance Committee Chairperson, volunteer position, not compensated. Time spent on this activity: ~8 hours/month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Robert Stearns's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
June 30, 2017 - Present
BROOKHOUSE ADVISORS
Office #1: 17102 Conneaut Lake Road, Meadville, PA 16335RIA
CRD#: 287837
MEADVILLE, PA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(6/30/2017)
Current Firm
BROOKHOUSE ADVISORS
BROOKHOUSE ADVISORS | STEARNS, MATTHEW ROBERT | MILLENNIAL MONEY MANAGEMENT LLC | MILLENNIAL MONEY MANAGEMENT | BROOKHOUSE ADVISORS LLC
CRD#: 287837 / SEC#:
Pennsylvania
Registered Investment Advisory firm - (6/30/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
17102 Conneaut Lake Road, Meadville, PA 16335
Mailing Address
Phone number
(814) 853-3379
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 190 |
| AUM (Assets Under Management) | $ 27,314,992 |
Red Flags
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