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Matthew Robert Stearns

Matthew R. Stearns

BROOKHOUSE ADVISORS
MEADVILLE, PA 16335
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CRD#: 6775942
Matthew Robert Stearns

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.

Core Areas of Focus

Cash Flow/Budgets/Credit Issues
Charitable Giving
Entrepreneurs
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice with Ongoing Management
Retirement Plan Investment Advice

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
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.
The advisor shows no other business activity.

Blog Corner

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®

Certified Financial Planner

Start date: 2020

Experience

Current

June 30, 2017 - Present

BROOKHOUSE ADVISORS

Office #1: 17102 Conneaut Lake Road, Meadville, PA 16335
RIA
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)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/18/2017
Uniform Investment Adviser Law Examination

Current Firm

BROOKHOUSE ADVISORS
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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts190
AUM (Assets Under Management)$ 27,314,992

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BROOKHOUSE ADVISORS

BROOKHOUSE ADVISORS

CRD#: 287837Meadville, PA 16335

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