As a Financial Advisor, Matt Stolle has over 25 years of industry experience. He has experience with 401(k), 403(b), 401(a), 457, Profit Sharing, ESOP, Deferred Compensation, Stock Option and Defined Benefit (pension) plans. Matt sits on several retirement advisory councils for plan providers and is a valuable resource within the community. With a custom-tailored approach to each retirement plan client, Matt takes pride in a deep-rooted service model encompassing plan design support, investment fiduciary services & education services.
Matt holds a Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning and a Certified Plan Fiduciary Advisor designation (CPFA) from the National Association of Plan Advisors and earned a bachelor' s degree in finance from Butler University in Indianapolis, Indiana. He was named as one of the Financial Times Top 401 Retirement Plan Advisors in 2015 and 2018*.
Active in his community, Matt sits on multiple boards including the Southeastern Swim Club, the Rollfast Foundation, Indiana Swimming and races for the Rollfast Elite Cycling Team. Matt & his wife, Christine, live in Fishers, Indiana with their two children: Anna and Evan.
*Source: The Financial Times Top 401 Retirement Plan Advisors is an independent listing produced by the Financial Times. The FT 401 is based on data gathered from financial advisors, firms, regulatory disclosures, and the FT's research. The listing reflects each advisor' s performance in eight primary areas, including: DC plan assets under management; DC plan assets as a percentage of overall AUM; growth in DC plan AUM; growth in DC plans advised; DC plan employee participation; professional designations; experience; and compliance record. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 401.