Matthew R Carothers, CFP®, CLU®, ChFC®, RICP®, ChSNC®

Wealth Management Advisor

Helping You Live the Life You Want and the Life You Never Thought You Could.

Team photo

We want to be your one destination, one plan.
Do you have a well, thought-out financial strategy that reflects your core values and beliefs? Do you have a team of people focused on this when helping you make smart decisions with your money? If not, then let us get together and have a conversation.

We start by understanding you.
Our team works to build comprehensive financial plans by asking tough questions in order to get to the heart of our clients’ goals, vision and values. We excel at creating plans for business professionals, medical professionals and business owners. As current and former business owners, we understand how complex planning can be when you are looking at integrating a financial plan to include both personal and business planning. We also understand the nuisances associated with personal planning in the medical and corporate business fields – and frequently are asked to educate key groups on best practices for building solid financial plans.

You get the best of everything.
We have access to Northwestern Mutual’s world-class solutions and partner with experts and advisors in specific fields such as: accounting, law and employee benefits to round out your overall plan. We create comprehensive financial plans that include both offensive and defensive components – and recommend strategies and products that will help you achieve your long- and short-term goals.

We become a life-long partner.
We hold our clients accountable to their goals with check-ins and planning meetings. We walk alongside our clients through life and adjust the plan during life changes and transitions.

When you look back – at the end of your life – we want you to agree that hiring us was one of the best decisions you’ve ever made for your financial security needs.

Planning Horizon graphic
Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

Fee-Based Financial Planning

Making great decisions about your wealth, whether you are deciding to grow it or protect it or both, starts with sound thinking; thinking that makes sense. Here’s how our thinking starts when it comes to helping you make important financial decisions.

How To Make Financial Planning Easy With A Simple Checklist

See Matt's insight on staying on top of your finances in this article, published on

4 Key Things to Know About the Coronavirus Stimulus Package

The coronavirus stimulus package is designed to bolster the economy and help Americans impacted by the coronavirus. Read more.

4 Essential Lifestyle Factors That Can Help You Prepare for Retirement

To enjoy a full, healthy retirement, consider these four essential lifestyle factors and how you'll plan for them. Read more.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck