Matt Burke

Matt Burke

Co-founder, Managing Member, and Senior Financial Advisor

For over 28 years, Matt has been a financial advisor helping individuals, families, and businesses achieve their financial goals by providing strategic advice on investments, tax reduction, retirement income, and estate and charitable transfers. He is committed to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients' lives.

In 2004, along with his father and Steve Cooper, CPA, Matt helped establish an independent financial services firm called Resource Planning Group, LLC. The firm serves a unique group of successful business owners, executives, and professionals who share a common goal of fiscal responsibility balanced with generosity. Matt is the managing member of the firm.

Matt is a strong strategic thinker and serves his clients well in developing both financial and personal long-term goals and objectives. His passion for family and faith continually shape his thinking, and he is driven to be known as a wise and faithful steward.